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Michael F. Meara, CFP®

5619 Scotts Valley Dr
Ste 260
Scotts Valley, CA 95066
Phone: (831) 706-2763

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Life Planning
  • Sudden Wealth

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.