Arlington Financial Advisors, a local financial planning company working with individuals to secure long-term peace of mind, is pleased to welcome Ally Meier, CFP™, to the firm.
A Certified Financial Planner, Meier will be responsible for partnering with clients to ensure they are able to achieve their financial goals. Meier brings expertise in wealth accumulation, employee stock plans, insurance needs, optimizing debt structures, retirement planning, tax strategies and estate planning. She has worked in the financial services industry for over 7 years.
Meier graduated from UCSB with a degree in economics and a minor in applied psychology. She decided to pursue a career in financial advising after completing an internship in the field during her junior year. Meier prides herself on offering exceptional and detail-oriented client service. Her dedication and superlative competence have resulted in clients comfortably moving forward towards their goals.
“We are beyond delighted to welcome Ally to our team,” said Managing Partner Joseph Weiland, CFP. “The addition of Ally Meier to Arlington Financial Advisors signals the continuation of our growth and success as we partner with the community,”
Formed in 2010 with deep local roots, Arlington Financial Advisors manages over $900 million for nearly 400 local and national clients. As a Registered Investment Advisor, the company is held to a fiduciary standard that requires its team to provide clients with a full explanation of their investing options and to only make recommendations that favor the client’s best interest.
Arlington Financial Advisors is located at 100 E. De La Guerra St, in Santa Barbara. For information call 805-699-7300, contact firstname.lastname@example.org, or visit https://www.arlingtonfinancialadvisors.com/.