David S. Meyers, CFP® Meyers Wealth Management

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About David S. Meyers, CFP®

Started in the famed Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

In 2008, established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services. In 2009, moved from Massachusetts to Palo Alto, California.

 

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Recently Published

“Mutual Funds” – open, closed, ETF – what’s the difference?

February 16, 2022

“Mutual Fund” – a pooled investment structure, with professional management and typically holding a diversified portfolio allowing multiple share holders to own a slice of such a portfolio easily. But we often hear people talking about mutual funds and comparing them to Exchange Traded Funds (ETFs) and Closed-ended funds (CEFs). First, note that ETFs and […]

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US Treasury Series I Savings Bonds

December 19, 2021

US Treasury Series I Savings Bonds US Savings bonds are bonds you purchase directly from the US Treasury.  They are a little different from buying ordinary treasury bonds, in that you buy them directly from the treasury, and you cannot sell them to anyone else — you hold them until you redeem them, again, directly […]

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Social Security Benefit Basics

February 15, 2021

Sure, you get a periodic statement from the SSA indicating what your benefit will be if you continue working to 62, to your full retirement age (might be as high as 67) or to 70. And they tell you those benefits in today's dollars. But how did they come up with those numbers?

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Ideal Clients

  • Gen X

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300/hr
  • Retainers: $3,000+
  • AUM: 1%

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