David S. Meyers, CFP

After many years working at the institutional level with very large-scale portfolios of bonds and structured securities, David Meyers set up Meyers Wealth Management in order to work with individuals, families and small businesses.

He started at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. Since then, he's had various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

In 2008, he established Meyers Wealth Management as a state-level Registered Investment Advisory firm in Massachusetts and in 2009, moved to Palo Alto, California.

  • BS in Applied Physics from Emory University
  • MS in Applied Mathematics from the Georgia Institute of Technology.
  • Certificate in Financial Planning from Boston University's Center for Professional Education.
  • Volunteer tax counselor with the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) program. [2009-2012]
  • CFP professional. He's met the experience and education requirements, passed a rigorous, comprehensive two-day exam, abides by a strict code of professional conduct, known as the CFP Board's Code of Ethics and Professional Responsibility, and is subject to strict ongoing ethical and continuing education requirements. For more information about the CFP certification, and about financial planning in general, please visit http://www.cfp.net.
  • Subject Matter Expert for Certified Financial Planner Board of Standards (CFP Board), contributing to the development of examination questions for the CFP Certification Examination. [2011]
  • NAPFA-registered fee-only advisor. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors. To become a member, a financial advisor must meet NAPFA's strict definition of Fee-Only, is prohibited from being employed by, having ownership in, or having certain relationships to financial services firms which receive transaction-based compensation.
  • Guest lecturer on personal finance in the local high school Living Skills classes — David has taught hundreds of high school kids over the last 7 years and continues to do so.

Meyers Wealth Management, where our goal is to help you achieve your goals
441 California Ave, Suite 7 • Palo Alto, CA 94306 • MeyersMoney.com • 1-800-993-2994
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David S. Meyers, CFP 2022