Cynthia Ann Meyer

Current Employers

Real Life Planning

Gladstone, NJ • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-05
CA	RA	APPROVED	2025-01-22
NJ	RA	APPROVED	2025-01-22
VA	RA	APPROVED	2024-06-27
NY	RA	APPROVED	2022-08-09
TX	RA	APPROVED	2021-05-18

FL RA
APPROVED

Since 2025-03-05
CA RA
APPROVED

Since 2025-01-22
NJ RA
APPROVED

Since 2025-01-22
VA RA
APPROVED

Since 2024-06-27
NY RA
APPROVED

Since 2022-08-09
TX RA
APPROVED

Since 2021-05-18

Branch Locations

Gladstone, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self-Employed	Gladstone	NJ	03/2005	Present
Financial Finesse, Inc.	Gladstone	NJ	02/2015	04/2019
Real Life Planning, Llc	Gladstone	NJ	04/2019	Present

03/2005 → Present

Self-Employed

Gladstone, NJ
02/2015 → 04/2019

Financial Finesse, Inc.

Gladstone, NJ
04/2019 → Present

Real Life Planning, Llc

Gladstone, NJ

Previous Registrations

2001-02-06 → 2005-03-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Oakland, CA

Other Businesses

NAME OF OTHER BUSINESS: Iona Capital, LLC INVESTMENT-RELATED: No . NATURE OF OTHER BUSINESS: Rental Real Estate . POSITION/TITLE: Principal APPROX. HOURS PER MONTH SPENT: 5-10

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-03-06
S63	Uniform Securities Agent State Law Examination	1997-02-20

S65 Uniform Investment Adviser Law Examination

1997-03-06
S63 Uniform Securities Agent State Law Examination

1997-02-20

Designations

Other Names

Cynthia A Wieland
Cynthia Ann Wieland

View on SEC IAPD