Building Enriched Lives

Building Enriched Lives

Our company’s focus is on you—helping you live an enriched life. We work with you regularly, addressing your concerns, anticipating problems, helping you organize your financial affairs, assisting you in making powerful decisions, and supporting you in making and monitoring investments.

Through our unique financial planning process, a personalized financial plan, based on your individual goals and values, will be presented to you each year. These annual written financial plans will serve as a record of your past, help you direct and control your future, and ensure that your financial issues are addressed and completed.

Since 1983, we have delivered consistent service and built a team of specialists who will help you take care of the financial details of your life in a satisfying way. Ongoing education of all team members is supported and encouraged.

Cynthia S. Meyers, MBA, CFP®

Cynthia Meyers is owner of Cynthia S. Meyers, 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.  For five years, she authored the column, “Meyers on Money,” which appeared in Sacramento Business Journal.

Read full biography...

    Dan Toman, CFP®

    Dan Toman, CERTIFIED FINANCIAL PLANNERTMprofessional, 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 started working with Cynthia S. Meyers, MBA, CFP(R) in 2005. Dan is an Investment Advisor Representative with Commonwealth Financial Network.

    Read full biography...

      Jenny Hood, CFP®

      Jenny Hood is a CFP® working as an Assistant Financial Planner with Cynthia S. Meyers, MBA, CFP®. In her role, she is responsible for reviewing client annual financial plans to make sure they reflect the most current data, including researching a variety of topics to make meaningful contributions to the plans. She also assists in some client meetings. Jenny graduated Magna Cum Laude with a Bachelor of Science in Business Administration with a concentration in Finance from California State University, Sacramento.

      Read full biography...

        Melinda Banister

        As a Client Services Specialist, Melinda is responsible for making sure your investment experience runs smoothly. She establishes, maintains, and reregisters investment accounts, coordinates on your behalf with the investment companies, and fulfills your requests concerning your accounts. With her degree in Criminal Justice from California State University, Sacramento, she excels in working with information and maintaining accuracy and confidentiality. Melinda has been with the firm since 1999.

        Read full biography...

          Keith Muir

          Keith Muir is a Paraplanner with Cynthia Meyers, CFP®. Keith is responsible for organizing the data and constructing the beginning framework of your financial plan.  He ensures your financial plan is properly assembled with a high attention to detail. Keith joined the firm in 2014. He is an enthusiastic sports fan.

          Read full biography...

            Antonette Kistler

            Antonette Kistler is the Executive Assistant and Office Manager for Cynthia Meyers, CFP®.  Her role is to support and assist the office staff and make our visitors feel welcome and comfortable.

            Read full biography...