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

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

WorthyNest
42881 LAKE BABCOCK DR STE 200, PUNTA GORDA, FL 33982
Financial Planner
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Specialized in

About 

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

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 Christian values. At WorthyNest®, we help Christian entrepreneurs and Christian 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.  

Licenses

Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™, CFP®
Certified Exit Planning Advisor

Education

About 

WorthyNest

At WorthyNest®, we help Christian parents and Christian entrepreneurs integrate faith, family and finance into their everyday lives, enabling them to use God-given gifts for good.

FIRM SEC/CRD #

284872

Are you a Fiduciary?

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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