ADVISORS
Your planning team
Three senior advisors, one shared standard: every client works directly with a partner, from the first call through every review after.
Partner-Led
A senior advisor owns your relationship from day one — no hand-offs to an associate you've never met.
CFP® / CFA® Credentialed
Every advisor holds a fiduciary credential and completes ongoing continuing education.
One-Business-Day Response
Questions between reviews get a direct reply from your advisor, usually the same day.
Margaret Wu
CFP®, Managing Partner
CFP®, Boston University · 22 years practice
Leads the firm's retirement-planning practice and has guided more than 250 households through the transition into retirement. Before founding Meridian, Margaret spent nine years at a wirehouse and left when she decided she'd rather build financial plans than sales quotas. She still takes every new client's first call herself.
David Alvarez
CFA®, Chief Investment Officer
CFA®, University of Chicago · 16 years practice
Oversees portfolio construction and the firm's investment committee. David spent six years researching factor investing at an institutional asset manager before deciding client portfolios deserved the same discipline as pension-fund mandates. He designed Meridian's threshold-based rebalancing process.
Rachel Kim
CFP®, Senior Wealth Advisor
CFP®, NYU Stern · 11 years practice
Works primarily with business owners and executives on equity compensation, exit planning, and cash-flow structuring. Rachel spent four years in corporate finance before moving to advisory, which shows in how she reads a stock-option grant — for what it's actually worth after tax, not just what the offer letter says.
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