Paul Myers, ChFC, CRPC
Financial Planner and Investment Advisor
Phone: (215) 657-0300 Ext. 301
Paul lives in Montgomery County PA with his wife, Beth, a homemaker and educator of their seven home schooled children. His life is guided by his faith in God and love for his family. At the end of the day, his desire is that God would be pleased and his family would be proud of the way he serves his clients.
Since 1983, Paul has used his vast knowledge and experience to help people in the Delaware Valley refocus their future and be more confident about achieving their overall vision and purpose in life.
After earning a bachelor’s and master’s degree, Paul gained significant experience in the investment, insurance, and tax preparation fields before becoming a Financial Planner. He acquired a widespread knowledge of personal financial issues and was awarded the Chartered Financial Consultant (ChFC) designation from the American College, one of the most comprehensive financial planning designations available today. Understanding that retirement planning is the key issue for many of his clients, Paul completed the College For Financial Planning’s Chartered Retirement Planning Counselor (CRPC) program. This education and years of experience enable Paul to craft real life solutions to the real issues that people face as they look to reach their financial goals.
Paul is a member of the Premier Advisors Group, a national group of elite advisors who meet quarterly to study economic data and review strategies to help clients meet their most treasured financial goals. He has been recognized in the National Register’s “Who’s Who in Executives and Professionals,” and wrote a forward to the book, “The Art of Investing & Portfolio Management,” published by McGraw-Hill in 2004. Paul hosted the Philadelphia On the Money Radio Show weekly in 2009 and 2010, discussing various timely investment management and financial planning topics to a broad array of listeners. He has also spoken to a variety of audiences including community non-profit organizations to share his extensive knowledge related to investment and retirement issues.
Phone: (215) 657-0300 Ext. 302
Debbie joined the Myers Capital Managment staff in 2005. In addition to day-to-day office administration, Debbie is responsible for the preparation, processing and follow up of investment paperwork for new customer accounts and client service requests for existing accounts.
Debbie also coordinates appointment scheduling and client communication through phone calls, correspondence and seminar registrations. Debbie has full knowledge of office policies and procedures and may be contacted with any questions. She also participates in web site updates and is interested in any feedback you might have about the web site.
Phone: (215) 657-0300 Ext. 303
Beth graduated from Drexel University in 1980. She has utilized her time and skills raising and homeschooling her seven children from 1981 until 2016. Beth then joined the Myers Capital Management team in 2016 to bring her knowledge and experience to help manage a variety of client administrative needs.