Cornelius H. Van Zutphen
INTRINSIC WEALTH COUNSEL | President & Financial Life Planner
TEMPE, AZ 85281
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CRD#: 1261512
Professional summary
Cornelius Henry Van Zutphen JR, CFP®, who also goes by Neal Van Zutphen, Cornelius Henry Vanzutphen Jr, is a registered financial advisor currently at INTRINSIC WEALTH COUNSEL, INC. located in Tempe, Arizona.
Cornelius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Cornelius has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Neal is a CERTIFIED FINANCIAL PLANNERTM practitioner, as well as a Certified Financial Behavior Specialist® and a Chartered Retirement Planning Counselor. He began his financial services career in 1983, and is the majority owner and President of Intrinsic Wealth Counsel, Inc. His main focus is working with clients to co-create financial life plans, and IWC’s creative and collaborative team.
Neal is past President and Chairman of the Financial Planning Association of Greater Phoenix. In 2010, the FPA of Greater Phoenix Board of Directors nominated Neal for the Heart of Financial Planning Award. His research was published in the Journal of Financial Planning and he has spoken at national financial planning conferences. His most recent contribution to the profession comes by way of co-authoring Chapter Two of the CFP Board’s textbook, Psychology of Financial Planning (2022). He holds a Master of Science in Personal Financial Planning, and a certificate in financial therapy.
Neal is a life-long learner, and continues to pursue research in the efficacy of financial planning and the relationship couples and individuals have with money. He is happily married, has three children and five grandchildren, and enjoys hiking, golf, reading and research.
Question & Answer
What are your service offerings?
Budgeting
Retirement Planning
Insurance Planning
Investment Planning
Small Business Planning
Education Planning
Tax Planning
Estate Planning
Inheritance
Business Succession Planning
Socially Responsible Investing
Comprehensive Financial Planni...
Life Transitions
Retirement Income Management
Social Security Planning
Long-term Care
Are you a "fiduciary"?
Yes
Aliases
Neal Van Zutphen | Cornelius Henry Vanzutphen Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cornelius Henry Van Zutphen JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
May 24, 1999 - Present
INTRINSIC WEALTH COUNSEL, INC.
Office #1: 1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281RIA
CRD#: 105022
TEMPE, AZ
Past
May 24, 1999 - December 31, 2004
INTRINSIC WEALTH COUNSEL, INC.
RIA
CRD#: 105022
MESA, AZ
Past
November 29, 1989 - August 31, 1994
SECURITIES AMERICA, INC.
BD
CRD#: 10205
Past
December 22, 1986 - February 25, 1988
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
Past
July 1, 1986 - December 23, 1986
VALUE EQUITIES CORPORATION
BD
CRD#: 13316
Past
September 11, 1984 - July 1, 1986
MAI SECURITIES CORPORATION
BD
CRD#: 13200
Past
August 20, 1984 - August 31, 1984
PENTAD SECURITIES, INC.
BD
CRD#: 15161
Past
May 24, 1984 - June 18, 1984
PIONEER SECURITIES, INC.
BD
CRD#: 5922
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INTRINSIC WEALTH COUNSEL, INC.
DELTA VENTURES | INTRINSIC WEALTH COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL INC
CRD#: 105022 / SEC#: 801-21151
RIA
Registered Investment Advisory firm - (5/18/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(5/24/1999)
IAR
Texas(3/28/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
IW
INTRINSIC WEALTH COUNSEL, INC.
DELTA VENTURES | INTRINSIC WEALTH COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL, INC. | DELTA VENTURES FINANCIAL COUNSEL INC
CRD#: 105022 / SEC#: 801-21151
RIA
Registered Investment Advisory firm - (5/18/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281
Mailing Address
Phone number
(480) 924-5613
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 683 |
| AUM (Assets Under Management) | $ 287,425,419 |
Red Flags
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Company Information
INTRINSIC WEALTH COUNSEL, INC.
President & Financial Life PlannerCRD#: 105022Tempe, AZ 85281TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
