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Contact Me

Deb Meyer, CFP®, CPA/PFS, CEPA

WorthyNest

Punta Gorda, Florida

Smart money strategies for faith-driven parents.

Areas of Focus

  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Giving
  • Investment Management

About Me

Hi, I’m Deb Meyer, and I know exactly how it feels to struggle with family financial decisions. Society tells us to make money at all costs, even if it contradicts our values.

At WorthyNest®, we help faith-driven parents save more money, invest wisely and give generously. With over 15 years of experience as a CPA financial planner, my areas of technical expertise include: business exit planning, entrepreneurship, charitable giving, college planning and tax strategies.

My husband Bryan and I have been married 14 years, and we have been blessed with 3 wonderful boys.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • Certified Financial Planner (CFP)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AFCPE
  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • CFP Board
  • Fee Only Network
  • FinCon
  • National Association of Personal Financial Advisors
  • XY Planning Network

Location

42881 Lake Babcock Drive Suite 200, Punta Gorda, FL, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Subscription

What to expect in the first meeting

At WorthyNest®, we counsel families one-on-one to provide expert personal financial planning and investment guidance tailored to your specific situation. The initial, complimentary meeting will help us get to know each other better and see if it's a good long-term fit. If married, we ask that both spouses attend this initial consultation.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

It’s our mission at WorthyNest® to help faith-driven parents build wealth without compromising their values.

Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. We take a unique 3-step approach at WorthyNest® to serve new clients:

1. Define family values, vision, and goals.

2. Guide you towards specific tactics to achieve those goals.

3. Provide accountability and encouragement along the way.

Education

Saint Louis University

Awards and Honors

  • 2018 AICPA Standing Ovation Award in Personal Financial Planning
  • 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting
  • 2019 Saint Louis University School of Business Distinguished Young Alumni
  • Kiplinger contributor

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Board Games
  • Church
  • Dancing
  • Exercising
  • Family
  • Reading
  • Writing
  • Yoga

Who We Serve

  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Parents

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