Commonwealth Financial Network

Investment Advisor
in Sacramento, CA
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About this Advisor

Cynthia Meyers is a certified financial planner whose office is in Sacramento, California. Currently an advisor at Commonwealth Financial Network, they have gathered 10 years of work experience in the financial advisory industry. Meyers holds a Series 63 license, which designates them as a securities representative. Meyers is able to work with clients in California. Over the course of their career, Meyers has held roles at Financial Telesis Inc, Commonwealth Financial Network, Cynthia Meyers Cfp, Confluence Financial Planning, LLC and Viewpoint Financial Network. Commonwealth Financial Network is located in Sacramento, California, and operates out of 1,090 additional brick-and-mortar locations throughout the United States. In total, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 client accounts and employs more than 3,200 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Commonwealth Financial Network can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

601 University Avenue Suite 265
Sacramento, CA 95825

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management


CA Average: $16,012,751,954
Total Number of Employees


CA Average: 118
Total Number of Accounts


CA Average: 4,567
Average Account Size


CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Cynthia Meyers Work History

Cynthia has 10 years of experience.

2018 - Present (1 year)

Confluence Financial Planning, LLC

2018 - Present (1 year)

Viewpoint Financial Network

2014 - Present (5 years)

Commonwealth Financial Network

2014 - 2018 (4 years)

Cynthia Meyers Cfp

2008 - 2014 (6 years)

Financial Telesis Inc


Cynthia Meyers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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