What are 3 words people use to describe you?
Genuine, Honest, Inquisitive
What are you most grateful for?
The opportunities I have had in my life.
What is the best advice you have ever been given?
To live and make the most of the present.
How do you define success?
That the people are happy to be in my life.
What life lesson did you learn the hard way?
That you should only surround yourself with people that have your best interest in mind.
What was the best book you’ve read and why?
Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.
Synchronize is a strategic partner to Guardian Financial Partners. Synchronize provides an operational insurance platform helping RIAs to provide the highest insurance access and support.
Matt Meyer is a twenty-year veteran of the insurance and financial services business. Matt has had the opportunity to gain extensive experience consulting large organizations on their employee benefit programs, assist high net worth families in the estate planning process, and provide overall guidance to advisors, CPAs, and estate planning attorneys. Matt works with advisors and clients to structure and model transactions, general financial strategies and examine the short and long-term products utilized for risk mitigation.
Matt lives in Palos Verdes Estates, California, and studied at the University of Kansas.
