About My Practice
Wealth Management for Independent thinkers and Small Business Owners.
Meyers Financial is a boutique wealth management firm.
One hour complimentary consultation to get to know you and whether or not working together makes sense.
Visit our website www.meyersfinancial.com
Experience
23 years as an Investment Advisor, 10 years of experience as a financial planner. 19 years as an Enrolled Agent(EA) tax specialist. 5 years as Certified Divorce Financial Analyst (CDFA), 5 years in Accounting Field, and 25+ years in business.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63
Insurance Licenses
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CDFA; EA
Broker-Dealer Affiliation
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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