NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Lillian Meyers is both the founder and president of Meyers Financial Services, Inc. She holds a Bachelor's Degree in Finance and has a keen focus on matters of taxation, and business taxation. Ms. Meyers is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared for interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.
Ms. Meyers has earned the following titles and certifications:
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst™
Enrolled Agent
Pension consultant
Licensed insurance agent
Registered Investment Advisor
Ms. Meyers also is a proud member of the following associations and organizations:
The Financial Planning Association
California Society of Enrolled Agents
National Association of Enrolled Agents
DAR Daughters of the American Revolution
Soroptimist International of Sonoma Valley
Soroptimist International of the Americas
IMPAC100 Sonoma