For nearly four decades we have been helping Sacramento families shape their futures. Our financial planning process begins with you-your family, your life, your beliefs, and your aspirations. Our goal is to make important, life-changing decisions for our clients less stressful and less time-consuming.
Because we tailor our financial plans and investments specifically to your individual situation, our process will help you gain a sense of direction and accomplish important goals. Cynthia Meyers served as a 2019 panelist at InvestmentNews Women Advisor Summit in Huntington Beach, CA. Cynthia Meyers recognized as a 2021 Five Star Wealth Manager, as seen in Sacramento Magazine, for her ninth year as an award recipient.
Because we tailor our financial plans and investments specifically to your individual situation, our process will help you gain a sense of direction and accomplish important goals. Cynthia Meyers served as a 2019 panelist at InvestmentNews Women Advisor Summit in Huntington Beach, CA. Cynthia Meyers recognized as a 2021 Five Star Wealth Manager, as seen in Sacramento Magazine, for her ninth year as an award recipient.
Services
Cynthia Meyers is owner of Confluence Financial Planning, which she founded in 1983. She is active in running the company, advising clients, and mentoring. Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, McCalls, and The Sacramento Bee. For five years, she authored the column, "Meyers on Money, " which appeared in Sacramento Business Journal.
You may find our process different than what you have previously experienced. Unlike many financial advisors, we at Confluence do not begin by talking with you about investments. Rather, we begin by getting to know you, your concerns, and your goals. We want to learn about what's important to you-your family, your values, your interests, your work, your home life, where you keep your money-and why.
In 1983, Cynthia Meyers founded a small financial planning firm in Sacramento, California. At a time when much of the financial planning world was investment-driven, Meyers took a very different approach. She created a model based on three things: a high level of client service, a "life" approach to financial planning, and a highly individualized process.
Cynthia Meyers is owner of Confluence Financial Planning, LLC (formerly Cynthia S. Meyers, MBA, CFP), which she founded in 1983. She is active in running the company, advising clients, and mentoring. Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, McCalls, and The Sacramento Bee.
Dan Toman, CFP is a Financial Planner and Lead Investment Strategist. Dan is instrumental in strategizing, designing, and writing the financial plans for the firm's clients. Dan has been with the firm since 2005. Dan is an Investment Advisor Representative with Commonwealth Financial Network. My roots to financial planning started at an early age.
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