As a fourth generation native of the Imperial Valley, my family upbringing, values, and ethics have taught me that the one constant in any thriving business is the fair and honest treatment of clients. While attaining my Bachelors and Masters degrees in Business Administration from the University of La Verne in 2003, those values were reaffirmed and made part of my professional treatment towards my clients’ financial needs and goals. Since 2003, I have been a financial adviser helping individuals and families achieve their financial goals by providing advice in the areas of retirement, investment, and insurance planning. By working with a network of highly skilled professionals, I am dedicated to providing high quality advice and integrated wealth management solutions that simplify and enhance the quality of my clients’ lives.
Hard work, honesty and ethical values are the reasons clients seek out my firm – that is my commitment to you from Myers Financial Services. Please contact me for a complimentary review of your retirement plans.