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Michael Meyers, CFP®

Wealth Advisor

Michael Meyers is a wealth advisor at United Capital Financial Advisors. He specializes in working with clients to coordinate all aspects of their financial life into a cohesive strategy that is duly executed to help achieve their lifetime financial objectives. His goal in working with clients is to bring a comprehensive, disciplined, and strategic “enterprise-like” approach to their financial life management.

Michael joined United Capital after retiring from a previous financial career as a CPA and finance executive at Johnson & Johnson (J&J). Before retiring from J&J in 2013, he held various CFO positions where he was responsible for leading the finance function for a number of J&J subsidiaries.

Michael has a Bachelor of Science degree in Finance from Penn State University and a Master’s in Business Administration degree from the University of Texas. He is also a CERTIFIED FINANCIAL PLANNER™.

Michael resides in San Diego and enjoys many outdoor activities including golf, tennis/pickle ball, and skiing.

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