Deborah L. Meyer

WORTHYNEST LLC

Punta Gorda, FL

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CRD#: 4563906

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.

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, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Florida with her husband Bryan and three sons.

Question & Answer

What are your service offerings?

Tax Planning

Small Business Planning

Investment Planning

Retirement Planning

Business Succession Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Entrepreneurs

Generation X

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Deborah Lynn Dusold | Debbie Dusold | Deb Meyer | Debbie Meyer

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.

Statera Vitae LLC DBA SV CPA Services, Owner/CEO Start 06/2014, 10 hours per week/8 hours per week during securities trading hours As a sole practitioner, I am responsible for handling the client work directly.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn Meyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 21, 2016 - Present

WORTHYNEST LLC

RIA

CRD#: 284872

Punta Gorda, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/10/2020)

IAR

Missouri
(9/21/2016)

IAR

Texas
(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

State Security Law Exam

Series 63

Date: 8/24/2006

Uniform Securities Agent State Law Examination

Current Firm

WORTHYNEST LLC

CRD#: 284872 / SEC#:

Florida

Registered Investment Advisory firm - (4/10/2020 Approved)

Missouri

Registered Investment Advisory firm - (9/20/2016 Approved)

Texas

Registered Investment Advisory firm - (7/18/2023 Approved)

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Contact information

Main Address

Punta Gorda, FL

Mailing Address

Phone number

(636) 344-9369

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 14,312,151

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Deborah L. Meyer

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Lynn Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORTHYNEST LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/2006

Current Firm

WORTHYNEST LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WORTHYNEST LLC

TRUST BUT VERIFY

Contact information

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