Greg Meyer, CFP®, CPA New Wave Financial Services
About Greg Meyer, CFP®, CPA
Greg Meyer, founder of New Wave Financial Services, is a certiﬁed CPA (Certiﬁed Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your ﬁnancial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance, international tax planning and provisions.
Greg quickly realized his true passion was creating comprehensive ﬁnancial strategies for his clients that went beyond tax preparation. He saw the inefﬁciency that clients experienced when working with multiple ﬁnancial professionals, and wanted to create a full-service ﬁnancial ﬁrm for the tech professional, available at reasonable rates.
When he’s not working, Greg loves to travel. He’s been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, and dog Tasman.