Robert Meyer

Robert Meyer’s long-standing passion for the financial services industry has guided his extensive career deploying investment strategies for high-net worth clients. He is positioned to assist those who operate closely-held businesses and helping clients identify and resolve blind spots within aspects of their wealth (investments, taxes, estate planning, asset protection, risk management, charitable pursuits, etc.)

Robert began his career in 1998 advising clients at Morgan Stanley and Smith Barney, and now serves as Managing Partner and wealth advisor at BWM Financial, as well as a member of the team’s investment committee.

Robert earned his bachelor’s degree in Business Administration from The University of Arizona. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute, and taught in conjunction with The University of Chicago Booth School of Business. He has also earned a Certified Exit Planning Advisor® designation that enhances his ability to engage business owners and have value-added conversations around growth and exit. He is also a Chartered Life Underwriter® from The American College of Financial Services and a member of the Investments and Wealth Institute (IWI) and the North County Estate Planning Council.