Wendy B Meyer CFP®, BFATM, CRPCTM, CDFA®
Financial Planner
Wendy Meyer is the founder of Pivotal Wealth Planning and a financial advisor with more than 22 years of experience helping successful individuals and families navigate retirement, tax, and estate planning decisions.
After starting her career with Ameriprise in 2003, Wendy launched her independent firm in 2024 to provide clients with more personalized financial planning and objective guidance. Her practice focuses on helping clients organize the many moving parts of their financial lives and create strategies that support long-term security and peace of mind.
Wendy specializes in guiding clients through complex financial transitions, including retirement planning, tax-efficient strategies, estate planning coordination, and life changes such as divorce or the loss of a spouse. She is particularly passionate about helping clients organize the many moving pieces of their financial lives so they can move forward with a clear plan and greater peace of mind.
Known for her practical, straightforward approach, Wendy focuses on simplifying complex financial topics and turning them into actionable strategies. Her goal is to empower clients with the knowledge and structure they need to make confident decisions about their future, and having fun in the process!
Wendy holds the Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor℠ (CRPC®), Certified Divorce Financial Analyst® (CDFA®), and Behavioral Financial Advisor™ (BFA™) designations. She earned her degree in Economics from the University of Florida and serves clients in 7 states.