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Scott D
CFP®, Series 63, Series 65
Murrieta, CA
Meridian Wealth Management, Inc
Scott Dauenhauer is a CFP® professional with 20 years of experience, currently serving as the sole advisor at Meridian Wealth Management, Inc. in Murrieta, CA, where he has worked since 2004. He is the author of the book "Wild West: Providing Fiduciary Advice to Public School Employees" and serves part-time as treasurer for the nonprofit 403bwise.org, which educates public school employees on retirement programs through podcasts, writing, and events. Meridian Wealth Management provides investment management, financial planning, and retirement consulting to individuals, high-net-worth clients, and select institutional clients. The firm emphasizes tailored portfolios under a fiduciary standard and conducts educational outreach and fiduciary consulting for public-employee retirement plans.
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