Designations
- CERTIFIED FINANCIAL PLANNER® professional2
- Chartered Financial Analyst® designation
Work Experience
- Joined MAI in 2015 and specializes in investment management, financial planning, tax strategies, and estate planning solutions to help clients achieve their financial goals
- Prior to MAI, worked at First American Trust and BNY Mellon Wealth Management, where he was responsible for overall wealth management and planning for high-net-worth clients
- Ranked 8th on the 2024 Forbes Best-In-State Wealth Advisor list in Southern California (High Net Worth)1
Life Outside of MAI
- Active member of the Orange County community, serving as a board member for University of California Irvine’s Center for Investment and Wealth Management
- Served as a mentor in the Orange County CFA Society, a board member of the Orange County Child Abuse Prevention Center, and a Big Brother for Big Brothers Big Sisters of Orange County
- Member of the Orange County CFA Society
Education
- Towson University, BS in Finance
1On April 3, 2024, Andy Meyer ranked 8th out of 154 in California – Southern California (HNW) on the Forbes ranking of Best-In-State Wealth Advisors. Information provided was based on data as of June 30, 2023. MAI does not pay a fee to be considered for an award or to participate in rankings.
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
