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GREG MEYER
ABOUT EXPERT GREG MEYER
Statement
I am a CPA and CFP with over 5 years of big 4 accounting and financial services experience. I have experience providing tax planning & preparation, financial planning, and estate planning services to high net worth individuals and small businesses. I also have experience advising clients about suitable investments for their age and risk tolerance.
Professional Licenses
Certified Public Accountant (CPA) California State License #105130
5 Years of Work Experience
Education
University of Massachusetts (Amherst) - Bachelor of Business Administration (BBA) in Accounting
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