TRIANGLE RETIREMENT SOLUTIONS - Key Persons

Job Titles:

• CERTIFIED FINANCIAL PLANNER

Jeffrey Myers is a CERTIFIED FINANCIAL PLANNER practitioner with Triangle Retirement Solutions based in Raleigh, NC. Mr. Myers is the founding principal and specializes in personalized investment management for high net worth individuals. Triangle Retirement Solutions was founded after Jeff spent many years working for large investment firms such as The Vanguard Group and Fidelity Investments. He gained an enormous amount of valuable experience helping the large number of clients that were assigned to him, but realized that what he really wanted was to serve far fewer clients and to serve them more effectively. Jeff concentrates his talent and energy on meeting the complex financial needs of successful professionals. The personal and comprehensive approach to financial management that Jeff offers to his clients will exceed any of your previous experiences. He currently provides comprehensive financial planning and asset management services to a diverse group of clients. Jeff is proud to serve clients with professional backgrounds that include CPA's, Dentists, Physicians, Attorney's, Teachers, Small Business owners, and executives such as a Chief Executive Officer, Chief Financial Officer, and Chief Technology Officer. Jeff currently lives in Raleigh and spends his time in both North Carolina and New York. He is an avid golfer and wine enthusiast and when he is not on the course, Jeff enjoys spending quality time with his wife Maria and two daughters, Faye, and Joely.