Lillian M. Meyers
Meyers Financial
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: $100,000
Title: Financial Advisor
Offering advice since: 1985
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Real Estate
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Lillian M. Meyers:
Lillian Meyers, CFP®, CDFA™, EA
Founder and president of Meyers Financial, Lillian Meyers is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™ (CDFA™), enrolled agent (EA), Registered Investment Adviser, Pension Consultant, licensed insurance agent (life, disability, health, and long-term care), and Registered Representative of Commonwealth Financial Network®, operating a registered branch office of Commonwealth.
Lillian's 31+ years of experience in the investment and financial planning field, along with specialized training in matters of taxation and divorce, provides her with the knowledge, flexibility, and insight to avoid common pitfalls and create solutions that work. She is the first woman CERTIFIED FINANCIAL PLANNER® professional and the only CDFA in Sonoma Valley. In 2010, Meyers Financial celebrates 25 years in business.
Lillian is a graduate of the College for Financial Planning. She has been a frequent guest speaker at Sonoma Valley company meetings, Women in Business seminars, church groups, seniors' organizations, and student workshops. She also has been interviewed as a financial planning specialist by newspapers, radio, and magazines. In addition, she is a proud member of the Financial Planning Association, California Society of Enrolled Agents, National Association of Enrolled Agents, Sonoma Bar Association, Collaborative Council of the Redwood Empire, and Association of Divorce Financial Planners.
Lillian is an act member of the Sonoma Valley Chamber of Commerce and the Rotary of Sonoma Valley.
Contact Lillian Today.
Compensation and Fee Structures:
Fee Base, Commissions
Licenses, Certifications & Affiliations:
CFP, CDFA, EA, Series 7
Education:
Not specified
Foreign Languages spoken:
French
Will provide references upon request?
Yes
Further information about Meyers Financial:
(Size of firm: 0-9 advisors)
Wealth management designed for you and your family, Tax specialist, Divorce Financial Analyst to help you with your decisions, A passion for excellence. A Reputation for results.
A Registered Representative With/and Offering Securities Through Commonwealth Financial Network. Member FINRA/SIPC
Contact Information for Lillian M. Meyers
Phone: (707) 935-1124
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Fax: (707) 935-7167
Address for Lillian M. Meyers:
Suite C
670 W Napa St
Sonoma, CA, 95476
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