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Carl S. Myers

Wealth Manager / Financial Planner
Cambridge Investment Research, Inc. 
Partner, WealthPlan Financial Group
Office: (704) 716-3455  |  Cell:  (404) 583-1513
Email:  cmyers@wealthplanfinancial.com
 

Carl is a Wealth Manager to High-net-worth business owners and families, and a thought leader based on his comprehensive financial planning approach to protecting, growing and transferring wealth. Carl has advised his clients on financial independence, tax planning, estate preservation, retirement and business succession/exit planning, over his 25-year career.

 

Articles published by national media

COVID-19 forced more than half of Black employees to re-evaluate their financial priorities

Helping Black Americans build generational wealth