Your Partner in Financial Success
You want a financial advisor who can inspire you to pursue your dreams and help you develop the financial confidence to follow your passions in life. At Meras Financial, we build long-term relationships by working one-on-one with you to clarify your Desired Outcomes and create a financial and investment plan to help you achieve them.
Through our affiliation with United Planners Financial Services we offer fee-based advisory services, Independent from the Wall Street giants, allowing us to provide you with the personal attention and customized financial and investment planning you need to succeed.
We partner with United Planners Financial Services, an independent Registered Investment Advisor (RIA) to offer objective advice and comprehensive services.
Ioannis (Yo) Meras started his financial services career in 1984 after graduating from college at UC Davis. After 20 years of working for financial services firms, educating and training investment advisors, he felt a calling to start his own investment advisory business, allowing him to personally service individual clients and families and to also spend more time with his wife and 2 daughters. Since 2005, he has been helping clients grow and protect their hard-earned assets by forming a long-term partnership with them, based on trust, transparency and caring.
Our Belief’s
We believe there are always risks in life and investments. Our goal is to reduce risk wherever possible, but acknowledge some degree of risk will always be necessary to achieve your Desired Outcomes.
We believe in transparency of investments, fees and service.
We believe in prompt, courteous and personal client service.
We are passionate about our profession and the role we play in our clients lives.
