Michael Meara

Michael F. Meara, CFP®
President & Founder

Michael Meara is a Certified Financial Planner™ and Registered Investment Advisor with over 20 years of experience providing fee-only financial planning and investment management services for small businesses and individuals.

Michael began his career in financial services in 1984 at American Express Financial Advisors. In 1993, Michael continued to follow his passion by earning his CFP designation from the College of Financial Planning in Denver, Colorado. Michael joined Renaissance Financial, Inc. in St. Louis, MO as a partner and co-owner in 1995. While there, Michael helped turn it into the fastest growing privately owned financial planning firm in the state. Michael sold his interest in the firm and relocated with his family to Santa Cruz County after helping grow Renaissance to over 50 employees with over $400 million of client assets under management.

Michael is a devoted family man as well as an accomplished entrepreneur, small business advocate and community leader. Michael previously published the Santa Cruz Small Business Monthly and was a regular radio personality on the Business Talk Radio Network.

Michael is an active member of the following organizations and associations:

  • Community Foundation of Santa Cruz County – Board of Directors
  • Santa Cruz Community Credit Union – Board Member
  • The Advisory Board (TAB) – Board Member
  • Think Local First of Santa Cruz – Member
  • Chamber of Commerce – Member
  • Financial Planning Association – Member (former President of St. Louis chapter
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