Deborah Meyer (CFP®, CPA/PFS)

Deborah Meyer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Generation X
  • Tax Planning

Planning Specialties

Our compensation methods, service models, firm structures, technical areas of expertise, and experience levels vary widely. There’s enough terminology in the financial services industry to confuse even the most educated person. 

So how do you make sense of it?

I’m a CPA financial planner who ALWAYS works in my client’s best interest, and my earnings come from a clearly stated, transparent fee.

Many established financial advisory firms bill you on the investment assets they directly manage. This may be suitable for pre-retirees and retirees who already meet their high investment minimums.

A great financial planner recognizes that there’s more to you than a number on your balance sheet.  She gets to know you and your family on an intimate level. She understands your aspirations and parlays them into a holistic financial plan. She works with parents who want to build wealth -- without compromising their values. Her specialty areas include charitable giving techniques, education funding, and tax minimization.

So if you’re looking for an advisor who:

  • Truly cares,
  • Has the technical knowledge to deliver incredible value to you,
  • And is willing to earn your trust through a long-term relationship,

Then I’m here to help.  Simply schedule an initial, complimentary consult here. Alternatively, click the purple “Email Deborah Meyer” button on the upper right side of this page and I’ll follow up with you.

 

 

 

Additional Information

Deborah L. Meyer, CFP®, CPA/PFS, CEPA and AFCPE® Member, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a fee-only, fiduciary wealth management firm that helps parents make wise financial decisions, invest in their family's future and give generously. She also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services. Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband Bryan and three sons.

NAPFA Start Date

October 03, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

42881 Lake Babcock Dr Ste 200 Punta Gorda, FL 33982-5042 Phone: (941) 312-1045