The Association of Divorce Financial Planners (ADFP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.
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Name:
Lillian Meyers CFP®, CDFA™, EA
Designations:
CFP®, CDFA™, EA
Description of Practice:Lillian is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Divorce Financial Analyst™ (CDFA™), Enrolled Agent (EA), Registered Investment Adviser, Licensed Insurance Agent (Life, Disability, Health, and Long-Term Care), Registered Representative of Commonwealth Financial Network®, and operates a registered branch office of Commonwealth.
The only women CFP® and CDFA™ in Sonoma Valley.
Meyers Financial provides holistic financial planning services to affluent individuals through collaborative, innovation and recognized expertise.
Helping women in transition protect their assets.
Lillian has a wealth of experience in finance, which comes from a solid background in banking, where she established both personal and professional relationships with her clients. She established her own firm in 1985. Today, Meyers Financial celebrates 25 years in business.
Lillian is an active Board member in the Sonoma Valley Chamber of Commerce, The Rotary of Sonoma Valley, and the Sonoma Valley Hospital Foundation.
Complimentary first consultation
Company Name:
Meyers Financial
Address:
670 W Napa Street, Suite C
Sonoma, CA 95476
Phone:
707-935-1124
Fax:
707-935-7167
Website:
www.meyersdivorcefa.com
Email:
lillian@meyersfinancial.com
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CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.