Ally Meier, CFP®, CDFA®, CPFA®
Expert Financial Advice with a Personalized Experience
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Serving Clients Nationwide
Expert Financial Advice with a Personalized Experience
Areas of Focus
- Divorce Financial Planning
- Equity Compensation Options
- Estate Planning
- Getting out of Debt
- Insurance
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Ally Meier, CFP®, CDFA®, CPFA®
Hi, I'm Ally Meier, Financial Advisor at Arlington Financial Advisors.I joined Arlington Financial Advisors in 2023 as an Associate Financial Advisor and have since advanced to the role of Financial Advisor. I graduated from the University of California, Santa Barbara in 2018 with a B.A. degree in Economics and a minor in Applied Psychology. I also received my CFP® certification in November of 2020.
I have over 10 years of experience in the financial industry as I started my career at Merrill Lynch, working my way up from an intern to a Financial Advisor. I am passionate about helping clients navigate complex financial decisions and build thoughtful strategies aligned with their long-term goals and values.
I grew up in the suburbs of Los Angeles but decided to join the Santa Barbara community after enjoying my four years at UCSB. I remain deeply involved in the Santa Barbara Community and at UCSB as a member of the alumni association, my sorority, and the Greek Interconnect group. I particularly enjoy the mentor relationships I have fostered since graduating.
I am a member of the Junior League of Santa Barbara, where I have held various leadership roles such as planning their annual Gala and Rummage sale, served on the board as Treasurer, and chaired the Training committee. I am also involved with Santa Barbara Humane and Santa Barbara Public Library Foundation.
In my free time, I enjoy hiking, reading, and spending time with my dog named Sunday.
Professional Designations
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
- Institute for Divorce Financial Analysts
Primary Location
100 E. De La Guerra St., Santa Barbara, CA 93101
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Arlington Financial Advisors
Arlington Financial Advisors is a fully independent financial planning firm based in Santa Barbara, offering strategic financial planning, estate and tax planning, private money management, and insurance consulting.Who We Serve
We are Santa Barbara's trusted family guide and mentor for busy professionals and business owners. Our ideal clients are the "worried well" among financially successful families, especially those facing major life transitions, who want to gain a more complete picture of wealth that may be concentrated in real estate or their own business. Whether or not they live in our community, our clients tend to value history, continuity, and local connections, and they look to us as a home away from home while they protect what they've built and prepare for what comes next.
Our Services
We offer handcrafted, highly personalized advice across the full spectrum of financial matters, from retirement planning to intergenerational issues to business decisions. Our service model is built around a structured program that addresses net-worth-based financial planning, estate planning, private money management, and tax strategy throughout the year, supported by thorough preparation for every client meeting.
Why Work With Us
As a fully independent firm, we're free to use our best judgment to craft the solutions we believe are right for each client rather than being tied to proprietary products. Our clients see us as educators and friends as well as advisors, and they call on us to consult on family and business matters in addition to financial decisions.
We've designed our historic Arlington Corner offices to offer a home-like, "kitchen table" environment where families feel comfortable discussing their goals and concerns.
Investment advisory services are offered through Arlington Financial Advisors, LLC, a Registered Investment Adviser held to a fiduciary standard.
Education
University of California, Santa Barbara, Bachelor's Degree, Economics; Minor in Applied Psychology
Hobbies and Interests
- Family
- Hiking
- Reading
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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