About Lillian Meyers, CFP, CDFA, CFF, EA

About Lillian Meyers, CFP, CDFA, CFF, EA
Principal

Lillian Meyers brings a unique blend of expertise in tax minimization strategies along with extensive experience in wealth planning. With over 35 years in tax planning and preparation, Lillian understands the crucial role taxes play in wealth management. Unlike most financial advisors, who may overlook the tax impact on portfolios, she is trained in accounting and tax strategies, ensuring that every aspect of your financial plan is optimized to minimize tax liabilities. Whether navigating a divorce settlement or planning for retirement, Lillian’s tax-focused approach helps protect your wealth and maximize your financial outcomes.

Trusted Expertise in Wealth Management and Tax Planning

Lillian Meyers began her career as a tax accountant and founded Meyers Financial in 1985. With over 35 years of experience in tax planning and preparation, Lillian shifted her focus to providing comprehensive tax services. As an Enrolled Agent, she specializes in representing individuals before the IRS, ensuring her clients receive expert guidance on tax matters. Lillian understands that optimizing wealth starts with an expertly designed tax management plan, and she is dedicated to helping individuals and businesses navigate complex tax laws to minimize liabilities and maximize financial success.

Ms. Meyers has earned the following titles and certifications

CERTIFIED FINANCIAL PLANNER™ Professional

Certified Divorce Financial Analyst™

Enrolled Agent

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

Soroptimist International of Sonoma Valley

Soroptimist International of the Americas

DAR Daughter of the American Revolution