Five Star award winner Cynthia S. Meyers

PROFESSIONAL PROFILE

Contact Me

Cynthia S. Meyers

Owner

Confluence Financial Planning, LLC

601 University Ave Ste 265

Sacramento, CA 95825

Office: 916-927-6487

cmeyers@confluence-fp.com
confluence-fp.com

Professional Approach

Cynthia Meyers is owner of Confluence Financial Planning, LLC (formerly Cynthia S. Meyers, MBA, 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.

She continues to appear in the Sacramento Business Journal as one of the top Sacramento financial planning firms*. From 2010 to present she has been the recipient of the Five Star Wealth Manager Award, which appears in Sacramento Magazine**. Cynthia enjoys reading, playing bridge and racquetball, and dancing and attending local concerts and theater with her husband.

*Companies are ranked by the number of credentialed advisers on staff in the area. To be counted as a credentialed adviser for the Sacramento Business Journal List, a person must hold one of the following credentials: accredited investment fiduciary, certified financial planner, charted life underwriter, certified public accountant, charted financial consultant or investment advisor representative.

**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,006 Sacramento wealth managers were considered for the award; 99 (10% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

See Accomplishments

This award was issued on 2/1/20 by Five Star Professional (FSP) for the time period 05/27/2019 through 12/20/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1006 Sacramento-area wealth managers were considered for the award; 99 (10% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

Click to access BrokerCheck

The financial planners of Confluence Financial Planning, LLC are Registered Representatives and Investment Advisor Representatives with, and offer securities and advisory services through, Commonwealth Financial Network®, FINRA.org/SIPC.org, a Registered Investment Advisor. This communication is strictly intended for individuals residing in the states of CA, WA, OR, NV, NY, AZ, TX. TN, PA, MN, GA, IL, IN, MA, MD and SD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.