Wealth Management
Lillian Meyers,CERTIFIED FINANCIAL PLANNER, (CFP), CERTIFIED DIVORCE FINANCIAL ANALYST, (CDFA) and Registered Investment Advisor located in Sonoma California. Wealth Management Specialist, ENROLLED AGENT, (EA)
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Interview Q&A
How long have you been in business?
Serving this area since 1985
What is your primary product or service?
Retirement Planning, Investment Portfolio, Tax planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Through my banking experience with Crocker National Bank. I am the owner of Meyers Financial
How do you differentiate yourself from other businesses in your category and area?
Lillian Meyers is the founder and president of Meyers Financial. Has a Bachelor Degree in Finance and 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 Girard Securities, Inc., operating a registered branch office of Girard Securities, Inc. in Sonoma.
This year Lillian is celebrating 30+ years of experience in the investment and financial planning field, along with specialized training in matters of taxation, 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, Financial Services Institute and Association of Divorce Financial Planners. She’s also an active member of Sonoma Valley Chamber of Commerce, Soroptimist International of Sonoma Valley and Soroptimist International of the Americas.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
- See more at: http://meyersfinancial.com/our-story
How many locations do you have and do you have plans to expand?
One location
Provide detailed directions to your location
Between Papa Murphy's and Jack in the box on Napa St. Sonoma, CA
What type of payments do you accept?
Visa, Master charge, Discover, Cash and Checks
Which areas do you service?
North Bay and were clients need me.
Who owns your company or runs daily operations?
Me and my staff
What are your hours of operation?
Monday - Friday 8:30AM to 4:30PM
What is the best compliment anyone can give you?
You Care, and listen.
What is your favorite quote or Bible verse?
The Beatitudes Matthew 5:3-11
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