Michael Meara Email & Phone Number
Personal Wealth and Exit Planning Advisor for company owners and executives @ RBF Wealth Advisors
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Michael Meara Location
- St. Louis, MO, US
Michael Meara Work
- Personal Wealth and Exit Planning Advisor for company owners and executives @ (January 2023 - Present)
- Financial Advisor @ (July 2021 - January 2023)
- Impact and Renewable finance consultant (June 2019 - June 2021)
- Partner @ (June 2017 - May 2019)
- Exit and Succession specialist @ Nexus Wealth Advisors, LLC (September 2014 - December 2016)
- CEO @ Pacific Mountain Advisors, Inc. (June 2001 - December 2015)
- Partner @ (January 1994 - January 1999)
Michael Meara Education
- college for financial planning
CFP (Financial Planning)
- University of Missouri-Columbia
Bachelors
Michael Meara Skills
- Exit Strategies
- Small Business Retirement Planning
- Investment Advisory Services
- Personal Financial Planning
- Investments
- Portfolio Management
- Strategic Financial Planning
- Wealth Management
- Financial Services
- Financial Analysis
- Start-ups
- Investment Advisory
- Asset Management
- Nonprofits
- Commercial Lending
- Risk Management
- Philanthropy
- Wealth
- Succession Planning
- Asset Managment
- Investment Management
- Retirement
- Credit
- Loans
- Social Media
- Business Development
- Marketing
- Business Strategy
- Funding
- Consulting
- Project Management
- Google Suite
- Leadership
- Executive Management
- Strategic Partnerships
- Public Speaking
- Customer Service
- Problem Solving
- Organization Skills
- Charitable Gift Planning
- Business Transition Planning
- Wealth Management Services
- Credit Unions
- High Net Worth Individuals
- Impact Investing
- Community Organizations
- Small Business
- Financial Planning
- Retirement Planning
- Entrepreneurship
- Strategy
- Finance
- Financial Planners
- Strategic Planning
- Financial Advisory
- Start Ups
Michael Meara Summary
- Michael Meara, based in St. Louis, MO, US, is currently a Personal Wealth and Exit Planning Advisor for company owners and executives at RBF Wealth Advisors. Michael Meara brings experience from previous roles at Renaissance Financial, Self-Employed Contractor, Community Capital Advisors and Nexus Wealth Advisors, LLC. Michael Meara holds a CFP in Financial Planning @ college for financial planning. With a robust skill set that includes Exit Strategies, Small Business Retirement Planning, Investment Advisory Services, Personal Financial Planning, Investments and more. Michael Meara has 2 emails and 1 mobile phone numbers on RocketReach.
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