Advisor Details

Financial Advisor in PUNTA GORDA, FL

Personal Bio

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.

Firm Name

WorthyNest

Firm Bio

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

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Advisor SEC/CRD #

4563906

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    Disclaimer

    The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, WorthyNest® LLC (referred to as "WN") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. WN does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall WN be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if WN or an authorized representative of WN has been advised of the possibility of such damages. In no event shall WorthyNest® LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. WorthyNest® LLC is a registered investment adviser offering advisory services in the States of Florida and Missouri and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WorthyNest® LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Contact:

42881 LAKE BABCOCK DR STE 200
PUNTA GORDA, FL 33982

deb@worthynest.com

(941) 312-1045

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