Neil McAuliffe

Neil McAuliffe has been in the financial services business for over 30 years. During his successful career, he has focused on the needs of business owners and high net worth individuals.

Currently, Neil is the President of McAuliffe Financial Services, Inc., head quartered in Westlake Village, California. McAuliffe Financial Services, Inc. serves clients throughout the nation with representatives in the Midwest and East Coast.

Neil is a member of Best Practices of America, LLC, a premier financial services organization whose members come from the accounting, legal, insurance and investment professions.

Neil heads the Independent Career Agent Division of Advanced Planning Services, Inc. In this capacity he provides consultation and joint work with sophisticated life insurance agents nationwide who focus on the most innovative and sophisticated solutions to the needs of the high net worth market.

Neil is a registered representative of USA Advanced Planners, Inc.

Neil serves on the Board of Cabrillo Music Theatre Company located in Thousand Oaks, California.

Neil enjoys time with his family, golf, sailing, tennis and occasionally sport fishing.

A member of the National Committee on Planned Giving and the Planned Giving Council of Ventura County, Neil strongly believes in the positive impact charitable giving makes in our community and society.
McAuliffe Financial Services, Inc.

Since 1973 we have been providing financial services to business owners, professionals and individuals who control wealth.

Our years of experience and expertise in sophisticated financial matters has positioned us to assist our clients in making the best possible decisions to help accomplish their financial goals.

Our commitment to you is to do our job completely. We will strive to understand your unique situation, help to identify your priorities, evaluate your options and recommend strategies for you to consider. At your direction, we will also work with your legal and accounting advisors to develop the right situation for you.

We have built our reputation by providing excellent service to thousands of business owners and professionals. Our continued success depends entirely on our proven ability to provide practical, cost-effective and customized answers each and every time we are asked.

This is our job. This is our commitment.

 

 


 


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