David Meyers

David Meyers

CFP®

David is a Financial Advisor who helps clients build, manage, and preserve wealth, develop a plan for retirement and rebalance their portfolio.

  • About David
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Owner at Meyers Wealth Management
Address
111 First St
Los Altos CA, 94022
Phone
(800) 993-2994
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About David

Fee-only financial advisor providing project-based, hourly, and subscription based planning and portfolio management

We work for you! Meyers Wealth Management provides financial peace of mind. We can help you overcome anxiety, and eliminate the uncertainty related to your financial world.

Meyers Wealth Management works on a strictly fee-only basis, meaning we get no commissions or financial incentives from any financial service provider. You can rest assured that when we make recommendations for specific products or services, we do so because we believe it to be in your best interest. Period.

Our mission is to provide h...

Education

  • Cert, Financial Planning, Boston University School of Continuing Education
  • MS, Applied Mathematics, Georgia Institute of Technology
  • BS, Applied Physics, Emory University

Certifications

Registrations
Designations
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Tips from David

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Typical Clients & Fee Structure

Typical Clients

Doctors/physicians
Engineers/scientists
People near retirement

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.
Other
May be paid in the form of a salary, monthly retainer fee, etc. Contact advisor for further details.