About Us:

Kyle Meyer, CFP®, established Meyer Financial Planning to be a trusted advisor to a select group of clients. With over 24 years of experience in the financial services industry, 18 of these in a variety of roles with Charles Schwab & Co., Kyle has a seasoned perspective on how to help clients plan to meet their financial goals.

Meyer Financial Planning analyzes each financial situation in a coordinated and integrated manner, considering everything from risk management issues to investments to tax and estate-planning strategies. Working collaboratively with his clients, strategies are developed to meet the client's financial goals.

• Meyer Financial Planning, 2005 to present, Principal
• Charles Schwab Co., 1986-2004-Positions held include-Divisional Operation VP, Regional Vice President, Branch and Call team manager, Senior Investment Specialist.
• EF Hutton 1984-1986-Kyle began his career after college on the operations side of the business.

• Certified Financial Planner™ professional (CFP®)
• Licensed as a Virginia Life Insurance Consultant
• Financial Planning Certificate from the College for Financial Planning in Denver, Colorado
• Registered Investment Advisor
• BA From The University of Virginia

Affiliations:

• NAPFA Registered Investment Advisor (NAPFA)
• Member of the Financial Planning Association
• Member of the Garrett Planning Network, Inc.
• Member of the Social Investment Forum

Personal interests include cycling and working on his farmette with his family in Berryville Va.

Call or e-mail Kyle for a complimentary, no-obligation “Get Acquainted” meeting. Don’t wait another day to get the professional advice you need.

Independent. Innovative. In Your Interest.

1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S.