David S. Meyers,  CFP<sup>&reg;</sup> - Financial Advisor

David S. Meyers, CFP®

Meyers Wealth Management

441 California Ave Ste 7
Palo Alto, CA 94306
FINANCIAL ADVISOR'S WEBSITE
(800) 993-2994 CONNECT WITH David
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General

David Meyers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Meyers Wealth Management in Palo Alto, CA and the surrounding communities.

Financial Advisor Overview

Fee-only financial planning. Portfolio management, one-off consultation, ongoing comprehensive financial planning.

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Financial Advisor Experience

Former Wall Street and Hedge Fund quantitative fixed-income expert - started my own shop to work on my own terms directly with individuals, families, and small businesses in 2008.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Buying a Home, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Personal Taxes

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Helpful Financial Planning Resources