Greg Meyer, founder of New Wave Financial Services, is a certified CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance, international tax planning and provisions.
About
Our business model is designed to serve the unique financial needs of tech employees and entrepreneurs. We approach each client individually, and construct a detailed plan that allows us to meet the spectrum of their wealth-management needs.
What We Do
Many financial professionals offer only one service—taxes, financial planning or investment management. This means clients must manage multiple professionals—and worry that something might get lost in translation along the way.
We are uniquely positioned to be the comprehensive resource for our clients’ wealth management needs. Our services include tax preparation, financial planning, and investment management, all handled under one roof.
When it comes to our client relationships, we’re in it for the long haul. We believe in building life-long relationships as partners in helping clients live their best financial lives.
Who We Work With
Tech professionals and entrepreneurs often have complicated financial lives. High rents, steep childcare costs, confusing equity compensation and hefty federal, state, and local taxes are often a given. Our vast experience in this industry allows us to help you deftly navigate these financial challenges.
We work closely with you to discover your goals and needs and use that information to craft a customized plan created specifically for you. Since we know how busy life can get, we offer a variety of ways to meet, in-person or virtually. And we offer unlimited email support, so we are always here when you need us.
Who We Are
Greg Meyer CPA, CFP®
Principal, Founder
Greg quickly realized his true passion was creating comprehensive financial strategies for his clients that went beyond tax preparation. He saw the inefficiency that clients experienced when working with multiple financial professionals, and wanted to create a full-service financial firm for the tech professional, available at reasonable rates.
When he’s not working, Greg loves to travel. He’s been backpacking in Europe and the Mediterranean, and currently lives in Los Angeles, CA, with his wife, Caitlin, daughter Evelyn, son Theodore, and dog Tasman.