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Independent Fee-Only
CFP® Registered Investment Advisor
Celebrating over 26 Years Helping Tech Professionals Bring Logic & Clarity to Their Financial Lives
In the News
Meredith has appeared on television and radio, been quoted in national print publications, published numerous articles in California journals, and served as a guest speaker to groups including corporations, private foundations, alumni groups, and women’s organizations.
Podcast Interview with Chris Brodhead of Ultra High Net Worth Clients Podcast
April, 2024
KTVU Interview


KTVU Interview

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