Greg Meyer, Cpa, Cfp® Email and Phone Number
Greg Meyer, Cpa, Cfp® work email
- Valid
- Valid
- Valid
Greg Meyer, Cpa, Cfp® personal email
- Valid
Greg Meyer, Cpa, Cfp® phone numbers
I’m Greg Meyer, founder of New Wave Financial Services, and a licensed CPA and CFP®. With over 16 years experience in tax and investment management, I specialize in guiding individuals and small businesses—especially in media and tech—through customized tax and financial strategies that simplify their finances and help them work towards their goals.My passion for comprehensive financial planning led me to create New Wave, where I provide integrated solutions that align tax planning & preparation with long-term financial goals. Based in Los Angeles, I enjoy life with my wife, three kids, and our dog.
New Wave Financial Services
View- Website:
- newwavefs.com
- Employees:
- 2
-
Founder And CeoNew Wave Financial ServicesHermosa Beach, Ca, Us
-
Founder & CeoNew Wave Financial Services May 2014 - PresentGreg is the founder of New Wave Financial Services, a forward-thinking firm serving professionals in the media and tech industries. New Wave specializes in comprehensive wealth management services, including tax preparation, financial planning, and investment management, all customized to address the unique financial needs of media and tech professionals.
-
Financial AdvisorAddition Wealth Apr 2021 - Present -
Cpa & Financial PlannerThe Glowacki Group, Llc Jul 2011 - May 2014Greater Los Angeles AreaProvide high net worth individuals with wealth management, tax, and financial planning services.
-
Private Client AssociateBernstein Global Wealth Management Aug 2010 - Jul 2011San Francisco Bay AreaTeam leader and main client contact for a $1.5 billion client base. -
Senior International Tax ConsultantDeloitte & Touche Jul 2007 - Aug 2010US federal and state tax compliance for corporations, partnerships, and high net worth individuals.
Greg Meyer, Cpa, Cfp® Skills
Greg Meyer, Cpa, Cfp® Education Details
-
Accounting - Summa Cum Laude
Frequently Asked Questions about Greg Meyer, Cpa, Cfp®
What company does Greg Meyer, Cpa, Cfp® work for?
Greg Meyer, Cpa, Cfp® works for New Wave Financial Services
What is Greg Meyer, Cpa, Cfp®'s role at the current company?
Greg Meyer, Cpa, Cfp®'s current role is Founder and CEO.
What is Greg Meyer, Cpa, Cfp®'s email address?
Greg Meyer, Cpa, Cfp®'s email address is g.****@****yer.org
What is Greg Meyer, Cpa, Cfp®'s direct phone number?
Greg Meyer, Cpa, Cfp®'s direct phone number is +177424*****
What schools did Greg Meyer, Cpa, Cfp® attend?
Greg Meyer, Cpa, Cfp® attended University Of Massachusetts Amherst.
What are some of Greg Meyer, Cpa, Cfp®'s interests?
Greg Meyer, Cpa, Cfp® has interest in Virgin America, Yoga, Hiking, Sports, Running.
What skills is Greg Meyer, Cpa, Cfp® known for?
Greg Meyer, Cpa, Cfp® has skills like Investments, High Net Worth Individuals, Estate Planning, Financial Planning, Retirement Planning, Tax Preparation, Tax Compliance, Young Professionals.
Who are Greg Meyer, Cpa, Cfp®'s colleagues?
Greg Meyer, Cpa, Cfp®'s colleagues are Broker Box _tumi_business Development Consultant, Monique Xu.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial