Deborah Meyer, CFP®, CPA/PFS WorthyNest
- 42881 Lake Babcock Dr. Suite 200, Babcock Ranch, FL 33982
- (941) 312-1045
- http://www.WorthyNest.com
About Deborah Meyer, CFP®, CPA/PFS, CEPA
Hi, I’m Deb Meyer and it is my mission to help parents make wise financial decisions, invest in their family’s future and give generously.
WorthyNest® redefines what it means to be wealthy by:
1. Guiding parents through life’s transitions
2. Relying on both technical expertise and empathy to solve your complex problems
3. Taking commonly held beliefs about wealth and challenging them, enabling you to unlock your family’s full wealth potential.
Let’s talk if you are interested in learning how I can help your family. Call (941) 312-1045 or email qro@jbegularfg.pbz.
Professional Bio
Deborah L. Meyer, CFP®, CPA/PFS and CEPA, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a virtual fee-only financial planning and investment advisory firm based in Punta Gorda, FL that helps parents make wise financial decisions, invest in their family’s future and give generously. She also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services.
Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband Bryan and three sons.
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Christian Faith Based
- Family Financial Planning
- Gen X
- Parents
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
Fee Options
- Monthly Fee: $300/mo
- Quarterly Fee: $900/qtr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
