Ally Meier, a certified financial planner (CFP), has joined Arlington Financial Advisors, a local financial planning company. Meier will be responsible for partnering with clients to ensure they are able to achieve their financial goals.
Having worked in the financial services industry for some seven years, she brings to her new position expertise in wealth accumulation, employee stock plans, insurance needs, optimizing debt structures, retirement planning, tax strategies and estate planning.
Meier graduated from UCSB with a degree in economics and a minor in applied psychology. She said she decided to pursue a career in financial advising after completing an internship in the field during her junior year.
Meier said she prides herself on offering exceptional and detail-oriented client service.
“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, Arlington Financial Advisors manages some $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 office is at 100 E. De La Guerra St., Santa Barbara. For more call 805-699-7300 or visit https://www.arlingtonfinancialadvisors.com/.