

Financial Advisor
Josh Myer
CFP®
993 Governor Dr Suite 102, El Dorado Hills, CA 95762opens in a new windowAccepting New Clients
Serving clients with $1,000,000
Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
- Wealth Strategies
- Charitable Giving
Focus Areas
- Estate & Legacy Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Employee Stock Options
- Wealth Strategies
- Charitable Giving
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Team Members
Shauna CoxBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
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