Deborah Meyer
CFP®, CPA/PFS, CEPA®
WorthyNest
CEO
Deborah Meyer
CFP®, CPA/PFS, CEPA®
WorthyNest
CEO
As a fee-only financial planner and investment advisor, I help parents make wise financial decisions, invest in their family's future and give generously. - Deborah Meyer, CFP®, CPA/PFS, CEPA®
Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.
Deborah Meyer is a virtual fee-only financial planner and investment advisor based in Punta Gorda, FL. WorthyNest® helps parents make wise financial decisions, invest in their family's future and give generously. Providing holistic financial planning and investment services isn't work. It's our calling.
Deborah L. Meyer, CPA/PFS, CFP® and CEPA®, is the award-winning author of Redefining Family Wealth and founder of WorthyNest®, a fee-only, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach so they can steward resources well. She also provides accounting, exit planning, payroll and tax services 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.
Deborah Meyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WorthyNest® is a virtual fee-only, fiduciary wealth management firm based in Punta Gorda, FL that helps parents make wise financial decisions, invest in their family's future and give generously.
Whether working with parents of school-aged children or those preparing for retirement, we emphasize progress:
- Articulating your family values and vision
- Being great stewards of the wealth entrusted to you
- Sticking to a long-term financial plan
- Making a positive impact on others’ lives
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Charitable Giving Strategies
- Education Planning
- Business Exit Planning
Ideal Clients
- Parents
- Growing Families
- Entrepreneurs
- Small Business Owners
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Deborah Meyer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Deborah Meyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Deborah Meyer is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Deborah Meyer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Deborah Meyer is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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Deborah Meyer is a Member of the Catholic Financial Planners Network
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Deborah Meyer is the Author of Redefining Family Wealth
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Deborah Meyer's Book Earned The Florida Authors and Publishers Association President’s Book Awards for 2020
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Deborah Meyer is a Contributor to Kiplinger: "4 Simple Habits to Build Wealth Faster"
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Deborah Meyer is Quoted on MSN Money: "Some Boomers Less Confident About Retirement After COVID Uncertainty But There's Hope"
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A Complete List of Deborah Meyer's Media Appearances Can Be Viewed Here
Contact Deborah Meyer
Office Locations:
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42881 Lake Babcock Dr
#200
Punta Gorda, FL 33982
