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

Lillian M. Meyers, CFP®

CDFA, EA

President & CEO

Meyers Financial Services, Inc.

670 W Napa St, Ste C
Sonoma, CA 95476
FINANCIAL ADVISOR'S WEBSITE
(707) 935-1124 CONNECT WITH Lillian
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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

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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; EA

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Cross-border Planning, Business Taxes, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Insurance, Real Estate, Retirement, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources