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Our story.Meyers Financial – over 25 years in the making.
About Lillian
Lillian Meyers is the founder and president of Meyers Financial. She's proud of the many wealth management certifications she holds: she’s a CERTIFIED FINANCIAL PLANNER PRACTITIONER™, Certified Divorce Financial Analyst™ (CDFA™), enrolled agent (EA), Registered Investment Adviser, pension consultant, licensed insurance agent, and Registered Representative of Commonwealth Financial Network®, operating a registered branch office of Commonwealth in Sonoma.
This year Lillian is celebrating 26+ years of experience in the investment and financial planning field, along with specialized training in matters of taxation, small business taxation and divorce.
She loves her job and loves helping clients avoid common pitfalls while pursuing their financial goals. She’s bursting with knowledge and experience-based insights, is incredibly flexible and has an eye for quick solutions.
Lillian is a graduate of the College for Financial Planning. She’s been a frequent guest speaker at Sonoma Valley company meetings, Women in Business seminars, church groups, seniors' organizations, and student workshops. She also has been interviewed as a financial planning specialist by newspapers, radio, and magazines.
In addition, Lillian is a proud member of the Financial Planning Association, California Society of Enrolled Agents, National Association of Enrolled Agents, and Association of Divorce Financial Planners. She’s also an active member on the Sonoma Valley Chamber of Commerce and the Napa Valley Chamber of Commerce.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and
in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.Coming Up!
Join
us for our next wealth management session on "Estate Planning: Dos and Don'ts." February 23, 2012 from 12:00-1:30pm. Oakmont, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"Do what you feel in your heart to be right - for you'll be criticized anyway. You'll be damned if you do, and damned if you don't."
- Eleanor Roosevelt
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