Neil Mahoney (CFP®, MBA)

Neil Mahoney focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Special Needs Planning

Planning Specialties

As a father of three kids, including twins with disabilities, Neil and his wife have first-hand experience with many of the financial and life challenges special needs families face. Neil wants to guide families with special needs on their journey to their best life.

Neil's ideal clients are special needs families, people with disabilities, and professionals serving the disability community.

Additional Information

Neil has worked in financial services for 20+ years. He absolutely loves playing table tennis (ping pong). He has a lifelong passion for trains and model railroading, much to the dismay of his wife, and especially enjoys “operating sessions” and getting stuck waiting at railroad crossings.

NAPFA Start Date

September 30, 2014

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

10808 S River Front Pkwy Ste 353 South Jordan, UT 84095-5939 Phone: (385) 404-8338