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Greg Meyer (CFP®, CPA)

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

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

At New Wave Financial Services, we provide comprehensive financial advising to technology professionals and entrepreneurs.  We specialize in the unique financial needs of the tech industry and offer the flexibility of fully virtual meetings.  Most of our clients are located in the Bay Area or Los Angeles.  

We offer Tax, Financial Planning and Investment Management solutions to meet all of our technology professionals’ needs.

Additional Information

Greg Meyer, founder of New Wave Financial Services, is a certified CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career at Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance and international tax planning.

Greg soon discovered his true passion: developing comprehensive financial strategies that extend beyond tax preparation. Recognizing the inefficiencies clients face when dealing with multiple financial professionals, he set out to create a tech enabled full-service financial firm offering services at accessible rates.

Outside of work, Greg is an avid traveler, having backpacked across Europe and the Mediterranean. He currently resides in Hermosa Beach, CA, with his wife Caitlin, two daughters Evelyn & Elizabeth, son Theodore, and their dog, Tasman.

NAPFA Start Date

November 01, 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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Visit Website Download vCard
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

941 24th Street Hermosa Beach, CA 90254 Phone: +1 (213) 316-8641
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