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Welcome to Our Newest Team Member, Carole Meitler

Writer's picture: Steve Coker, CFPSteve Coker, CFP

We are pleased and excited to welcome our newest employee, Carole Meitler, to the Cedarstone team! Carole will be working as Planner, preparing financial plans and key recommendations for clients. Carole is a Certified Public Accountant (inactive) and has worked in both the Audit and Tax department of Deloitte, a top tier public accounting firm. She holds a B.A. in Economics from UCLA. We are excited for the expertise and passion that Carole brings to the team! You can learn more about Carole and the rest of our team on our About Page.

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DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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3125 Old Conejo Rd. Unit 7

Thousand Oaks, CA 91320

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