Kevin Meyer

Kevin Meyer

VP Investments

Financial Licenses and Credentials: Series 7, 63, 65, AIF®, & Life/Annuity & Health licensed in multiple states.
Biography

Kevin is an advisor with over 14 years of experience helping individuals and business owners achieve their financial goals. He uses a personalized, holistic approach to tailor a plan that aligns with each client’s unique values and goals. In doing so, he partners with asset managers, CPA's, and trust and estate planning attorneys to craft a comprehensive financial plan.

Outside of work, Kevin is an avid New York Mets fan and enjoys surfing, cycling, music and the arts in Southern California.

Referrals are the best form of compliment! If anyone you know would like to discuss my financial services, please feel free to pass on this referral link! https://www.stirlingshire.com/team/kevin-meyer

Interested in working with this advisor? Get in touch to start the conversation.