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About Pacific Mountain Advisors, Inc.



Michael F. Meara, CFP & President
michael@pacificmountainadvisors.com



Michael Meara is a Certified Financial Planner and Registered Investment Advisor who provides fee-only financial planning and investment management services for small business owners and individuals. Michael is also a successful entrepreneur, small business advocate, advisor and radio personality.

Because of his passion for small business and as a way to promote small business in the community Michael co-founded the Santa Cruz Small Business Monthly www.scsmallbiz.com, a monthly magazine, and is host of the Small Business Café www.smallbusinesscafe.net, a weekly radio show. Michael works with a network of small business advisors and professionals to help small business owners make smarter choices and build personal wealth.

Michael began his career in financial services in 1984 at American Express Financial Advisors, the largest financial planning company in the world. In 1993 Michael earned his Certified Financial Planner designation from the College of Financial Planning in Denver, Colorado. That same year Michael was appointed to the Guardian Advisory Council for the Missouri-National Federation of Independent Businesses (NFIB), the largest association in the country representing the concerns of small business owners. Michael remains an active member of NFIB www.nfib.com and continues to serve the needs of small business.

In 1994 Michael served as President of the St. Louis Chapter of the Financial Planning Association, the industry's largest professional association. During his tenure as President of the St. Louis FPA chapter Michael formed an alliance with the FPA and the University of Missouri to promote financial literacy to elementary and high school students. In the spring of 2000 Michael co-founded Kidocracy.com, a web portal and browser system designed to provide a fun, safe and educational internet experience for children under the age of 12 and to promote their financial literacy. Michael has continued his advocacy of financial literacy for young people by offering educational programs to area schools.

In 1995 Michael joined Renaissance Financial, Inc. in St. Louis, MO as a partner and co-owner where he helped build the fastest growing privately owned financial planning firm in the state. After helping grow Renaissance to over 50 employees and over $400 million of client assets under management Michael sold his interest in the firm and he and his family relocated to Santa Cruz County.

Michael currently serves on the board of The Institute for HeartMath www.heartmath.org and is a member of the Community Advisors Network a program of the Community Foundation of Santa Cruz County www.cfscc.org.

 


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Pacific Mountain Advisors, Inc.
5619 Scotts Valley Drive Suite 140, Scotts Valley, CA 95066
(831) 438-0408 Phone • (831) 438-
1068 Fax

Email: michael@pacificmountainadvisors.com