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

(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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SECURE Act changes retirement savings rules

December 23, 2019

Of course, these are subject to change… But for most folks the main planning challenges/opportunities are going to be around the new 72 age for Required Minimum Distributions, and the elimination of the “stretch” distributions for inherited IRAs. (These, specifically, affect nearly everyone with any retirement account. The rest of the changes affect much smaller […]

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Your Social Security number isn’t suspended. Ever.

May 11, 2019

Scammers have been working overtime lately. Don’t fall for it. Don’t call them back. Don’t give them money. Don’t give them information.   If you want to confirm that your SSN is okay — call the Social Security Administration directly, visit an office, or just start by logging on to your SS account online directly. […]

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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%

SEC Records

States Registered

  • California

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