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

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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Can My Former Employer Force Me To Take My 401k Balance Out?

December 30, 2020

When you leave an employer, you typically have three choices as to what to do with money in the (now) former employer’s retirement plan. Note that there are actually many many types of employer-based retirement plans (including defined benefits/pensions, annuities, etc) and we are mainly addressing the most common, the 401k plan here. You may […]

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(Coronavirus) CARES Act and RMDs

March 31, 2020

A quick note about annual Required Minimum Distributions from IRAs and 401ks and other retirement accounts — The CARES act, which passed last week and was signed into law on Friday has made a lot of headlines, especially for the “stimulus checks” — the $1200/person which is simply being sent to most Americans.  (It phases […]

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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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