Deborah Lynn Meyer
CFP®Professional Summary
Deborah Lynn Meyer, CFP®, who also goes by Deborah Lynn Dusold, Debbie Dusold, Deb Meyer, Debbie Meyer, is a registered financial advisor currently at WORTHYNEST LLC located in Punta Gorda, Florida. Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Deborah has worked at 1 firm and has passed the Series 63 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Education Funding
Specializations
Biography
Deborah L. Meyer, CFP®, CPA/PFS, CEPA and AFCPE® Member, is the award-winning author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deb is the CEO of WorthyNest®, a fee-only, fiduciary wealth management firm that helps parents make wise financial decisions, invest in their family's future and give generously. She also provides accounting, tax and exit planning strategies to small businesses through SV CPA Services. Deb has been featured in The Wall Street Journal,...
Other Aliases
Deborah Lynn Dusold, Debbie Dusold, Deb Meyer, Debbie Meyer
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
WORTHYNEST LLC
Contact Information
Main Address
Punta Gorda, FLPhone Number
(636) 344-9369# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
97AUM (Assets Under Management)
$18,022,274Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/10/2020)
(9/21/2016)
(7/21/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Deborah Lynn Meyer's CRS (Customer Relationship Summary).
Services Offered by Deborah
- Tax Planning
- Business Services
- Investment Management
- Retirement Planning
- Financial Planning
- Estate & Legacy Planning
- Education Funding
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