Privacy

Meyers Wealth Management takes your privacy very seriously.

All information our clients provide to us, or provided to us by our clients agents or representatives, or by other professionals on behalf of (and with the written consent) of our clients shall be treated as confidential and not disclosed to any third parties except as agreed upon in writing or as required by law.

Our commitment to our clients privacy is explicit in our Advisory Agreement, in the CFP Board's Code of Ethics (to which we adhere) and to NAPFA's Code of Ethics

Similarly, we take the security of our data and our clients data just as seriously. Please don’t hesitate to ask for more details about how we ensure data security at Meyers Wealth Management.

David S. Meyers is a CFP professional and abides by the CFP Board's Standards of Professional Conduct.





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Meyers Wealth Management, where our goal is to help you achieve your goals
111 First St • Los Altos, California 94022 • MeyersMoney.com • 1-800-993-2994
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David S. Meyers, CFP 2017