Deborah Meyer, CFP®, CPA/PFS, CEPA

Deborah L. Meyer, CFP®, CPA/PFS, CEPA​

WorthyNest®

Biography

Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions.

Society tells us to make money at all costs, even when it contradicts our Catholic values.

At WorthyNest®, we help entrepreneurs and parents integrate faith and family into financial decision-making. With over 15 years of experience as a CPA financial planner, my areas of technical expertise include: business exit planning, entrepreneurship, charitable giving, college planning and tax strategies. I am a proud member of XY Planning Network, NAPFA, Fee-Only Network, Christian Financial Advisors Network and Catholic Financial Planners Network.

My husband Bryan and I have been married 13 years, and we have been blessed with 3 awesome, energetic boys. We recently relocated from the suburbs of St. Louis, MO to Fort Myers, FL and attend St. Vincent de Paul parish.

Website

https://www.worthynest.com

Phone

(941) 312-1045

Address

42881 Lake Babcock Dr. #200
Punta Gorda, FL 33982

Specialties:

Fee-only, CFP®, CPA, CEPA, Business Exit Planning, Entrepreneurship, Charitable Giving, College Planning, Tax Strategies

Contact:

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