David Meyers (CFP®)

David Meyers focuses in the
following client markets or areas of practice:
- AUM
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Hourly
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Hourly consultation, ongoing comprehensive financial planning with portfolio management,NAPFA Start Date
November 15, 2011
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