Adam Meyers
661-204-5091
personal
GoTo Financial
http://www.gotofinancial.com/
http://www.gotofinancial.com/
Details
Profile:
Adam Meyers has a passion for finance and taking care of people, having had successful careers as a College Unit Director with Northwestern Mutual and Private Banker with JP Morgan Chase Private Client. Adam focuses his work on individuals and families using the Financial Concierge Model. He is the Go-To person in a clients' financial life.
A lifelong Californian, he lives in Ventura with his wife Heather, daughters Alanna, Karra and Devin.
Even with a busy family and career, Adam has also found time to give back to the community. He has volunteered his time to foster children in Ventura as a Court Appointed Special Advocate and separately for Ventura Charter School.
Adam holds a Bachelor Degree in Business Management and Series 6, 63, 66, and 7.
Organization:
GoTo Financial
4768 Park GranadaSuite 108Calabasas, California 91302Phone: 818-835-9056Email: adam@goto-financial.com
A platform for Financial Advisors to work in an honest and transparent company. Professionals are owners of their own advisor practice as Independent Contractors but also receive ownership shares in the platform GoTo Financial. Amazing potential for scale including an internal RoboETF platform called EZetf.com
We have many unique opportunities that we divide into two categories - Heart and Money. You can have a better life for yourself, family and legacy while increasing your net income. All costs are transparent as we are a member driven organization.
Looking for experienced Advisors and Recruiters.
Starting Today, Change Your Tomorrow ™