Inspired by the question of how we balance living our best lives now while also creating sustainable income for the future, Neil has been providing financial advice since 2011. His purpose is to have meaningful conversations with those eager to clarify their goals, discover what truly matters and take actions leading to deep fulfillment. Neil works primarily with clients who amongst other things want to look towards the future with anticipation and not apprehension.
Driven by his passion to continually improve his work and craft, he has developed a refined a process with his team at Exencial Wealth Advisors, called the E3 Formula. This process puts all the pieces of the financial puzzle together as one’s needs change and life unfolds.
As a former technology professional, Neil utilizes unique skills to help manage the complexity of his clients’ financial lives. He identifies the risks and tradeoffs that need to be made while carefully executing the details of their financial and investment plans. He also seeks to educate the broader public through his regular newsletter contributions and interactions with the media.
Neil became a CERTIFIED FINANCIAL PLANNER™ professional in 2014 and received his Retirement Income Certified Professional (RICP®) certification in 2016. In addition, he is an IRS Enrolled Agent (EA).
Neil is a Certified Financial Planner (CFP), so you can be sure that he provides expert and professional financial planning services. To earn the CFP designation, Neil had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Neil also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. Neil earned a B.S. degree in Electrical Engineering from Purdue University.
Neil and his wife of 13 years, Pavi, moved to Texas in 2011 after many years in the beautiful state of Minnesota. Neil enjoys reading, playing tennis and practicing yoga. He is always grateful to spend time with his beautiful 8 year old daughter Veda. Neil is also active with the local chapter of the Financial Planning Association.
Information coming soon!
John Burns Team
Rusty Ross Team