Neal C. Brincefield

Neal grew up in Charlotte, North Carolina, and built a strong foundation for his career through his education at the University of North Carolina at Chapel Hill. He earned a Bachelor of Arts in Journalism with a concentration in Economics, followed by a Master of Arts in Teaching. Beginning his career in the financial services industry more than 21 years ago, Neal has dedicated his professional life to helping clients navigate complex financial decisions. Today, he specializes in working with business owners, affluent families, and pre-retirees, guiding them through some of life’s most significant financial transitions with clarity and confidence. 

As a Financial Advisor, Neal’s work focuses on what comes after wealth accumulation. He helps clients address challenges such as business exits, liquidity events, retirement, and income planning. Understanding that many entrepreneurs have a significant portion of their wealth tied to their businesses, Neal assists them in transforming years of hard-earned value into sustainable, tax-efficient strategies for the future. He also serves as a Special Consultant to The Living Balance Sheet®, where he works with advisors and organizations to promote a comprehensive planning approach that integrates investments, insurance, tax strategies, estate planning, and retirement income planning. His areas of focus include business exit planning, retirement distribution planning, guaranteed income strategies, comprehensive financial planning, estate planning, and cash flow analysis. 

Today, Neal lives in Chapel Hill, North Carolina, where he enjoys being an active part of the community. His background in education and communications continues to influence the way he works with clients, helping him simplify complex financial concepts and build meaningful, long-term relationships. Neal is passionate about empowering individuals and families to make informed financial decisions and believes that successful planning is about more than finances alone. By taking the time to understand each client’s goals, values, and vision for the future, he strives to help them move forward with confidence and peace of mind. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian.