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Could Your Money Work Harder For You?

Could Your Money Work Harder For You?

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an experienced professional in your corner. It’s my goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

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From One Professional to Another / Let’s Work Together

From One Professional to Another / Let’s Work Together

Your goals are my goals. Regardless of your background, I believe people live better lives with wealth-building education and investment management. If you’re ready to work with a financial professional, let’s sit down to talk.

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My Clients

Helping investors from every background

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Women

Women

Understanding your unique needs

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Schedule A Consultation

If you could benefit from working with a financial professional, let’s talk. I’ll review your portfolio and financial trajectory to see how I can best serve you.

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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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Wealth Management

Wealth Management

Portfolio construction and risk management.

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When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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My Three Step Process

STEP

1

Assess

The more I know about you, your finances, and your goals, the better we can strategize, together.

STEP

2

Plan

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Implement

Life changes? Market volatility? I’ll help keep your financial plan on track every step of the way.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Have a Question?

I’d love to learn more about you and your financial goals.

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Contact

Office: 714.278.4611

4180 North Harbor Blvd.

Suite A

Fullerton, CA 92835

jj.meis@americanfirst-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. American First Credit Union and American First Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using American First Wealth Management, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of American First Credit Union or American First Wealth Management. Securities and insurance offered through LPL or its affiliates are:

^{NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY}	^{NOT CREDIT UNION GUARANTEED}	^{NOT CREDIT UNION DEPOSITS OR OBLIGATIONS}	^{MAY LOSE VALUE}

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.