Allison Meers (CFP®)
Allison Meers focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
October 17, 2023