J. Michael  Myers,  CFP<sup>&reg;</sup> - Financial Advisor

J. Michael Myers, CFP®

First Vice President, Wealth Advisor

10 Quail Pl
Trabuco Canyon, CA 92679-3945
(800) 729-3877
(949) 275-4078

General

J. Michael Myers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Trabuco Canyon, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Buying a Home, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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