Brad Meyers, CFP®
Partner, Financial Planner
Brad focuses on comprehensive financial planning for physicians in Orange County, San Diego and Northern California. He’s passionate about helping clients develop goals and a sound financial plan to take the stress off of everyday life. He covers everything from risk management to investments to asset protection. Brad holds a CFP designation as well his Series 7, Series 66, and Life/Health. Brad lives in Mission Viejo, CA, with his wife, Natalie. In his spare time, he enjoys running, traveling, mountain biking, body surfing and going to concerts.