Professional Services

Disclaimer: we are not recommending or endorsing any service providers listed below.  This list is for informational purposes only and for your convenience.  

Estate and Trust Attorneys (in the Silicon Valley area):
Gadi Zohar (Palo Alto)
E.J. Hong (Palo Alto)
Richard Dayton (San Jose)
Jennifer Friedman (Menlo Park)
Liza Hanks (Mountain View)

CPA, Tax Accountants (in the Silicon Valley area):
[currently under review.  Please e-mail us at for more information]

Joe Cucchiara
     New American Funding
     497 N Santa Cruz Avenue
     Los Gatos, CA 95030

David Locke Breaux
     Private Mortgage Advisors
     Menlo Park, CA

Reverse Mortgages:
Greg Hacker, Home Equity Retirement Specialist
408 483-2225
Open Mortgage, LLC 55 Church St., # 1301  Los Gatos, CA 95030

College Planning:
David Beck, CFP — College Money Coach (formerly Bay Area Planners) (now in Portland, OR, though he works remotely with many clients)
phone 408-460-5241

Bankruptcy Attorney:
Zachary Tyson, Nova Law Group (Mountain View) - - (650)-265-4045

Meyers Wealth Management, where our goal is to help you achieve your goals
441 California Ave, Suite 7 • Palo Alto, CA 94306 • • 1-800-993-2994
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© David S. Meyers, CFP® 2018