Richard Myerson

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    • Media Contact:
      Dani Miles
    • Member Type(s): Expert
    • Title:President & CEO
    • Organization:The Myerson Agency
    • Area of Expertise:Estate Planning, Retirement, Financial
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My Expertise

    My Expertise

      Area(s) of expertise: Estate Planning, Retirement, Financial
      Summary of expertise:
      The Myerson Agency, Inc., founded and managed by Richard Myerson, CPA, CLU, ChFC, intelligently engineers life insurance products for purposes of Tax Reduction Planning, Wealth Accumulation Planning and Wealth Preservation and Transfer Planning.

      We provide holistic financial advice and planning to our clients who typically fall into one of four buckets:
      • Affluent and ultra-affluent individuals and families
      • High Earners
      • Wealthy International Citizens
      • Business Owners
      Blog/Web site: http://www.MyersonAgency.com
      Twitter: https://twitter.com/myersonagency
      Facebook: www.facebook.com/TheMyersonAgency
      Awards/associations/memberships:
      Provisors
      New First Financial Resources
      Legacy Forum
      Family Business Roundtable
      Jewish Business Leaders (JBL)
      Wine and Food Society of Hollywood
      Le Q Food and Wine (Chairman)

      Educational background:
      CPA, CLU, ChFC
      University of Cape Town
      BCOM, Accountancy
      1976 – 1978
      Interests:
      Cooking, wine, hiking, soccer

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    @melibarratv
    NJ

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