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Dan Meyers
Financial Advisor to Accenture Executives - AdventureWealth.com
Dan Meyers is an Accenture Managing Director with expertise in building multi-generational wealth and pursuing early financial independence through purposeful planning.
As an Investment Advisor and Financial Planner at Adventure Wealth Advisors, Dan specializes in cashflow planning, tax planning, risk management, investing, education planning, retirement planning, and estate planning.
With a background in Bachelor's degrees in Finance and Economics from Oklahoma State University, Dan has valuable experience working as a Senior Consultant, Explorer, and in various managerial roles at Hewlett Packard Enterprise.
Dan's focus areas include addressing cashflow challenges from VEIP contributions, required equity holdings for MDs, long-term planning for VEIP and equity RSU awards, and potential early retirement for Accenture employees.
He offers a free 30-minute consultation to understand clients' needs and tailor solutions. Find out more on his website or schedule a meeting directly via his calendar.
