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, portfolio management, retainer-based ongoing financial planningNAPFA Start Date
November 15, 2011