Deb L. Meyer
    FiduciaryCFPCPACEPA

    Deb L. Meyer

    Financial Planner

    WorthyNest
    Florida9 years experience$1 minimum

    About Deb

    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.

    Areas of focus

    Credentials & background

    Designations

    CFPCPACEPA

    Clients served

    IndividualsFamiliesBusiness OwnersTech ProfessionalsMedical ProfessionalsRetirees

    Regulatory

    • Firm CRD #284872

    The firm

    WorthyNest
    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.

    42881 Lake Babcock Dr. STE 200, Punta Gorda, FL 33982