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Greg Meyer (CFP®, CPA)

Greg Meyer focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs

Planning Specialties

At New Wave Financial Services, we provide comprehensive financial advising to technology professionals and entrepreneurs.  We specialize in the unique financial needs of the tech industry and offer the flexibility of fully virtual meetings.  Most of our clients are located in the Bay Area or Los Angeles.  

We offer Tax, Financial Planning and Investment Management solutions to meet all of our technology professionals’ needs.

Additional Information

Greg Meyer, founder of New Wave Financial Services, is a CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance, international tax planning and provisions.

Greg quickly realized his true passion was creating comprehensive financial strategies for his clients that went beyond tax preparation. He saw the inefficiencies that clients experienced when working with multiple financial professionals, and wanted to create a full-service financial firm for the tech professional, available at reasonable rates.

When he’s not working, Greg loves to travel. He’s been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, and dog Tasman.

NAPFA Start Date

November 01, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Hermosa Beach, CA 90254 Phone: (213) 263-4937
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