Cynthia Meyer, financial advisor Gladstone NJ

Cynthia Meyer

CRD Number: 2841828
Current Firm: Real Life Planning

Cynthia Meyer (CRD# 2841828) is an Investment Advisor Representative working at Real Life Planning in Gladstone, NJ and has over 25 years of experience in the finance industry. Cynthia Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Real Life Planning, LLC Gladstone, NJ Apr 2019 - Current 3
Self-employed Gladstone, NJ Mar 2005 - Current 17
Financial Finesse, Inc. Gladstone, NJ Feb 2015 - Apr 2019 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Cynthia A. Meyer
Phone Number: 908-274-1298
Registered State(s):
  • CA
  • NJ
  • NY
  • TX
Current Firm Details
Real Life Planning
Firm's CRD Number: 304695
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $261,891
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, NJ, NY, TX

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