Deb Meyer

Deb Meyer

CEO
Punta Gorda, Florida, United States

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Work Experience

WorthyNest

CEO

2016-11-01 - Present

Redefining Family Wealth

Amazon Bestselling Author

2019-05-01 - 2019-06-01

SV CPA Services

CEO

2014-07-01 - 2022-12-01

Matter Family Office

Financial Consultant

2006-12-01 - 2013-10-01

Deloitte

Senior Tax Associate / Tax Associate

2004-08-01 - 2006-12-01

Skills

personal financial planning financial independence entrepreneurship charitable giving exit planning cash flow investment management retirement planning tax planning insurance evaluation college saving education funding estate planning feeonly financial planning

Languages

No Languages Available