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Greg Meyer

Cfp, Cpa

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Greg Meyer, founder of New Wave Financial Services, is a CPA (Certified Public Accountant) and CFP (CERTIFIED FINANCIAL PLANNER professional), allowing him to address the spectrum of your financialneeds. After graduating summa cum laude fro...... Show More
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About
Greg Meyer, founder of New Wave Financial Services, is a CPA (Certified Public Accountant) and CFP (CERTIFIED FINANCIAL PLANNER professional), allowing him to address the spectrum of your financialneeds. 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.\r\n\r\nGreg quickly realized his true passion was creating comprehensive financial strategies for his clients that went beyond tax preparation. He saw the inefficiencies 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.\r\n\r\nWhen hes not working, Greg loves to travel. Hes been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, and dog Tasman.
Specialities
Cash Flow/Budgets/Credit Issues
Corporate Executives
Entrepreneurs
Fixed Fee (Subscription
Retainer
etc.)
Generation X
High Net Worth Client Needs
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FAQs
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What is Greg Meyer’s work email address?
Greg Meyer’s professional email address is g***@n********.com. You can also email Greg Meyer by clicking on the contact Greg Meyer.
What is Greg Meyer's phone number?
Greg Meyer's phone number is (213) 263-4937
What is Greg Meyer's title??
Greg Meyer is a Cfp, Cpa.
What are Greg Meyer's areas of expertise?
Greg Meyer specializes in Cash Flow/Budgets/Credit Issues, Corporate Executives, Entrepreneurs, Fixed Fee (Subscription, Retainer, etc.), Generation X, High Net Worth Client Needs, fixed fee (subscription, retainer, etc.).