David S. Meyers, CFP®
For many years, while working on Wall Street and with large institutional clients, David Meyers also provided personal financial advice to individuals. In 2008, Mr. Meyers moved on from the large institutional business and established Meyers Wealth Management, dedicated to the proposition that everyone, rich or poor, can achieve his or her financial goals. The individual - people and families - can and should get the best and most unbiased advice possible and be able to get that advice and wealth management from someone who honestly puts the client's best interests first.
Mr. Meyers 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.
He's been managing portfolios for individuals and small businesses and advising individuals in everything from home purchase affordability and debt management to retirement savings, payout plans, tax management, estate planning and even just how to manage everyday cash.
Mr. Meyers has been volunteer providing tax assistance for the Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) program in Arlington, MA.
Mr. Meyers has a BS in Applied Physics from Emory University and a MS in Applied Mathematics from the Georgia Institute of Technology.
Mr. Meyers has earned a Certificate in Financial Planning from Boston University's Center for Professional Education.
David Meyers is a CFP® professional. He's met the experience and education requirements, passed a rigorous, comprehensive two-day exam, abides by a strict code of profesional 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.
David Meyers is a member of NAPFA, the National Association of Personal Financial Advisors. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. All members of NAPFA must take an annual Fiduciary Oath and be committed to serving their clients without muddling the relationship with commissions. 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.
