Michael Meyers, CFP®ASSOCIATE, WEALTH MANAGER OF SAN DIEGO
My passion to make a positive difference by helping others with the management of their personal financial life is the catalyst for me pursuing an encore career as a financial adviser after a long and successful corporate finance career with Johnson & Johnson (J&J).
Having started my career as a CPA, earning a MBA degree and obtaining certification as a CFP®, I am adept in dealing with the technical complexities of the finance world. As a former CFO at J&J, I was also expected to understand the numbers underlying the business and partner effectively across the organization to facilitate decision making that would lead to achievement of financial objectives.
While at J&J, I went about excelling at my CFO responsibilities by understanding the big picture while at the same time sweating the details and staying focused on sustained, long term financial success. This earned me the respect and confidence of a “trusted financial adviser” with many of the CEO’s and other C-level executives I worked closely with for many years.
Recognizing that much of these skills and experience could be channeled toward making a positive difference in helping others with their personal finances, I chose to pursue an encore career as a financial advisor upon retiring from J&J. I chose to join United Capital because of their like-minded commitment to make a positive difference in their client’s lives. Along with United Capital, I am able to bring together the team of complimentary expertise, resources and tools needed to essentially serve as our client’s Personal CFO.
My goal in working with clients as their Personal CFO is to bring a comprehensive, disciplined and strategic “enterprise-like” approach to their financial life management. In working with many clients since joining United Capital, particularly current and former C-level executives and business owners, I have seen this to be a prudent approach.
As “Your Personal CFO”, I aspire to coordinate all aspects of your family’s financial life into a cohesive strategy that is duly executed to help achieve your lifetime financial objectives.