The Meyers Investment Team

Helping you achieve financial success!

Welcome to Meyers Investment Team website

With more than a half-century of experience, The Meyers Investment Team serves individuals and their families by designing and implementing wealth management plans that help accumulate, protect, convert and transfer wealth. Our goal is to advise clients in making informed decisions and implement strategies appropriate for achieving their financial objectives. Our commitment is to provide trusted advice and exceptional service to all of our clients and their families.

Located

1331 North California Blvd
Suite 650
Walnut Creek, CA 94596

Global Insight Monthly

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about the Meyers Investment Team.

Latest Insights

Unlocking your company’s worth: A guide to valuation for business owners

A valuation can help you improve operations today, as well as help you prepare for a future sale.

Bulletin Board

May 10, 2022

Estate planning basics
June 1, 2023

Global insight weekly
May 31, 2022

Wills, probate, and estate settlement
May 18, 2022

The benefits of an estate plan review
October 25, 2017

Social Security At-a-glance

Bruce Meyers is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0C28100.

Bruce Meyers, NMLS # 1644478 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Bruce Meyers, NMLS # 1644478 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Meyers Investment Team

Phone: 925-949-5210
Toll-Free: 1-800-345-7488

Bruce Meyers, AWM

Managing Director - Financial Advisor,
Senior Portfolio Director Group

Phone: 925-949-5210

Maxwell Balbin, APP

Sales Assistant 3

Phone: 925-949-5212

Collin Stark

Sales Assistant 2

Phone: 925-949-5219