Cornelius H. Van Zutphen
INTRINSIC WEALTH COUNSEL
Tustin, CA 92780
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CRD#: 5264496
Professional summary
Cornelius H. Van Zutphen III, CFA, CFP®, who also goes by Casey Van Zutphen, is a registered financial advisor currently at INTRINSIC WEALTH COUNSEL, INC. located in Tustin, California.
Cornelius is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Cornelius has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Business Owners
Estate & Generational Planning Issues
Financial Psychology/Coaching
High Net Worth Client Needs
Medical Professionals
Retirement Planning & Distribution Rules
Biography
Neal is a past President and Chairman of the Financial Planning Association (FPA) of Greater Phoenix. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Therapy Association. He currently serves as the CFP Board Ambassador for the Greater Phoenix metropolitan area. In 2010 he was nominated by the Board of Directors of the FPA of Greater Phoenix for the “Heart of Financial Planning Award.”
Neal has been published in the Journal of Financial Planning, the Journal of Financial Planning’s “Between the Issues” E-Newsletter, and InsideMoney.org. He has appeared on Channel 12 News Call for Action with Dave Cherry, and has been cited locally and nationally by Smart Money Magazine and the Arizona Republic.Neal is happily married, has three children, four grandchildren (hoping for more) and enjoys hiking and golf.
Question & Answer
What are your service offerings?
Retirement Planning
Education Planning
Inheritance
Estate Planning
Budgeting
Social Security Planning
Investment Planning
Life Transitions
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Casey Van Zutphen
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 H. Van Zutphen III'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: 2009
Experience
Current
January 3, 2007 - Present
INTRINSIC WEALTH COUNSEL, INC.
Office #1: 2522 Chambers Road, Tustin, CA 92780RIA
CRD#: 105022
Tustin, CA
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(1/3/2007)
IAR
California(11/7/2023)
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)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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