Cynthia Ann Meyer
Advisor at Real Life Planning — Gladstone, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, ChFC®
Experience Industry experience
11 years
Location
Gladstone, NJ
Real Life Planning
Independent
Total advisors
1Clients per advisor
23 TypicalAvg AUM per client
$408,344 TypicalHNW client ratio
13% TypicalWelcome! I'm Cynthia Meyer, CFA®, CFP®, ChFC®, a real estate investor, financial planner, and real estate business coach. I founded Real Life Planning to mentor a new generation of real estate investors. We help real estate investors take practical steps to build financial freedom, create multiple sources of income, and make working for someone else optional.
At Real Life Planning, we speak both real estate and financial planning. Whether you're adding to your properties, contemplating a 1031 exchange, listing your place on Airbnb, getting started as a landlord, or looking to buy a home overseas, we'll help you create a realistic plan for your financial life goals.
As you build your investment property portfolio, we will help you plan to optimize taxes and diversify risks, manage total cash flow, and prepare for new opportunities.
Who we help: -Rental property investors looking for a comprehensive financial plan -Real estate investors planning for 1031 exchanges -Real estate investors who are scaling their property portfolios -Professionals considering a real estate side hustle -People with inherited rental property -Homeowners maximizing opportunities for income -Accredited Investors Evaluating DSTs, 721 Exchanges, and Syndications -Married couples building strong economic partnerships
We're a Fee-Only fiduciary firm, so we work for you, not for Wall Street. That's why our fees are inclusive and transparent.
My husband Steve and I have three young adult kids and live in central NJ, in the NYC metro area. We are both first-generation real estate investors with small multifamily properties, single-family homes, and a small apartment complex. We invest out of state and use a property manager.
A financial advisor since 1997, I founded Real Life Planning and co-founded the Real Estate Financial Coach Course, Real Estate For Generations, and the You Unlimited coaching program.
Real Life Planning works with clients virtually from anywhere and in-person in the NYC area. Interested in the real (estate) life? Book a discovery call today.
Based on Real Life Planning
50 bps
$500 - $20,000
$150 - $500/month
Gladstone, NJ
Gladstone NJ
Advisors at this office
1
California · Florida · New Jersey · New York · Texas · Virginia
11 years of industry experience
Real Life Planning, LLC
2019 - Present • 7 years
Gladstone, NJ
Financial Finesse, Inc.
2015 - 2019 • 4 years
Gladstone, NJ
SELF-EMPLOYED
2005 - Present • 21 years
Gladstone, NJ
Merrill
2001 - 2005 • 4 years
Oakland, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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