Our Team At Meyers Financial Services Inc., we bring a rare combination of experience in investment management and wealth planning, along with expertise in tax minimization strategies. Lillian M. Meyers CFP, CDFA, EA (707) 935-1124 [email protected] Lillian Meyers is both the founder and president of Meyers Financial Services, Inc... She holds a Bachelor's Degree in Finance and has a keen focus on matters of taxation, and divorce. Read more Have a Question? Name Email Question Thank you! Oops!