Lillian M. Meyers,  CFP<sup>&reg;</sup> - Financial Advisor

Lillian M. Meyers, CFP®

CDFA, CFF, EA

President & Principle

Meyers Financial Services Inc.

670 West Napa Street, Suite C
Sonoma, CA 95476
FINANCIAL ADVISOR'S WEBSITE
(707) 935-1124 CONNECT WITH Lillian
  • facebook link
  • linkedin link

General

Lillian Meyers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meyers Financial Services Inc. in Sonoma, CA and the surrounding communities.

Financial Advisor Overview

"The Retiree's Tax Savvy Best Friend" The Joy of Retirement Process



Meyers Financial is a boutique wealth management firm.




One hour free consultation to get to know each other to decide whether or not working together makes sense.



For More Visit our website www.meyersfinancial.com

More

Financial Advisor Experience

30+ years as a Wealth Manager: Investment Advisor, an Enrolled Agent(EA) tax specialist. Certified Divorce Financial Analyst (CDFA),.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA; CFF, EA

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources