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Michael Neeley
Business Name:
Equity 401k Consultants
Business Description:
I am a passionate and creative retirement plan advisor whose purpose is helping business owners create prosperity in their business and provide security for their employees. That’s why I created Equity 401k Consultants. A firm dedicated to creating success outcomes for businesses and their employees. I started in the banking industry helping businesses get the capital and loans needed to grow. But..... I always felt like I could do more. I loved the relationships with the very individuals who were making our economy move and giving our communities a place to work. It's because of this I became an advisor. I wanted to help business owners grow and leverage what they created to expand even more while creating a business and benefits package that would secure a future for themselves and their employees.
How Business Creates Value:
Equity 401k Consultants exists to help business owners and their employees meet their financial goals by providing premier retirement plan solutions & consulting services. We provide 3 outcomes when you work with us: Time, Protection, Savings: • Give you more Time with administrative support • Increase Protection with fiduciary support • Increase Savings by keeping costs low Who do we work with? • Start-up plans • Pension plans • Existing 401k & 403b plans • Plan participants • Business Owners and Executives


Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC CA Insurance License # 0644976), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera Wealth Partners is a region of Cetera Advisor Networks LLC.. Cetera is under separate ownership from any other named entity.

Branch Information

Equity 401k Consultants 415 Brightview Dr. Glendora, CA 91741 Branch: (909) 596-8100 Direct: (626) 224-7715

Contact Information



  • CPFA® - Certified Plan Fiduciary Advisor
  • AIF® - Accredited Investment Fiduciary
  • CA Life Insurance License # 0H92995


  • La Verne Chamber of Commerce