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David S. Meyers, CFP®

Financial Planning - the way it should be. Financial peace of mind.

David Seth Meyers

Los Altos

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
David Seth Meyers 8 years, 10 months Nov 2008 - Present
Fortis Investments 1 year, 4 months Oct 2006 - Feb 2008

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by David Meyers

IRA NUMBER SOUP
Published 2016-04-21 16:19:43
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Is a Roth IRA a good place to put emergecy funds?
    As Paul said, it wouldn't be reasonable for anyone to suggest specific funds, or even whether a Roth IRA may or may not be a suitable addition to your emergency funds. We simply don't know enough about your situation.However, it's a good question and worth understanding what limits you have on acc...  (more)
    Answered Mar 2012
    I worked for stinker station and I would like to know how to cash out my 401k plan with them?
    Not sure what a "stinker station" means - I'm going to assume it's a former employer which you weren't terribly happy with.Not to worry. If you have a 401k plan with a former employer, you have a variety of options including the following:You may be able to leave the assets there -- which is on...  (more)
    Answered Apr 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Mar 28, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      David Seth Meyers

      Last updated on March 27, 2017
        • $15.0M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 11
          Accounts
        • $1.4M
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.