Gretchen Meyer Email & Phone Number
Founder and President @ Pachira Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Gretchen Meyer Location
- Albany, NY, US
Gretchen Meyer Work
- Founder and President @ (July 2014 - Present)
- Financial Wellness Public Speaker @ (July 2014 - Present)
- Financial Consultant @ (March 2013 - June 2014)
- Director, Strategic Initiatives @ (January 2012 - January 2013)
- Sr. Consultant, Retail and Consumer Products Group @ (January 2011 - January 2012)
- Consumer Products Licensing Manager and Project Manager @ (January 2005 - January 2011)
Gretchen Meyer Education
- Texas A&M University
CFP Program
2019-2021 - Columbia Business School
MBA (Management)
2010-2011 - Villanova University - Graduate School of Communication
MA (Communications)
2007-2009 - Boston University
BFA (Theater Studies)
1997-2000
Gretchen Meyer Skills
- 401(k) Retirement Savings Plans
- Accounting
- Audits of Employee Benefit Plans
- Budgeting
- Business Continuity Planning
- College Education Planning
- Education
- Education Funding
- Employee Benefits Design
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Education
- Financial Services
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Portfolio Management
- Retirement Plan Consulting
- Retirement Planning
- Retirement Services
- Risk Analysis
- Roth IRA
- Strategic Financial Planning
- Strategy
- Wealth Management
Gretchen Meyer Summary
- Gretchen Meyer, based in Albany, NY, US, is currently a Founder and President at Pachira Wealth Management. Gretchen Meyer brings experience from previous roles at Pachira Wealth Management, AXA Advisors, Tervis and Kurt Salmon. Gretchen Meyer holds a 2019 - 2021 CFP Program @ Texas A&M University. With a robust skill set that includes 401(k) Retirement Savings Plans, Accounting, Audits of Employee Benefit Plans, Budgeting, Business Continuity Planning and more. Gretchen Meyer has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Gretchen Meyer?
Find contact details for 700 million professionals.
Top Pachira Wealth Management Employees
Sarah Paige
Client Services Associate
Fort Ann, NY, US
Gretchen Meyer
Founder and President
Albany, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co