Wealth Management
Wealth Management
Jorge Meza
Member Since
2018
Meza Wealth Management
Vice President
Speaking Next
is Speaking Next on:
Not Planned To Speak At Any Upcoming Events.
Investment advisor representative, specializing in lifestyle financial planning.
Guidance , Mentorship and Oversight
Versed in all instruments used for portfolio development.
Stocks, bonds, ETF's, Mutual Funds, IRA's, 401k's etc...
Holds ChFEBC designation.
