New Wave Financial Services is a fee-only firm led by Greg Meyer, CPA, CFP®. We work with clients navigating equity compensation, concentrated stock, variable income, business revenue, and tax complexity.
Many of our clients work in tech and receive RSUs or stock options. Others work in entertainment or the creator economy, where income can be less predictable and tax planning matters even more. In both cases, the goal is the same: connect taxes, investments, and financial planning in one place so nothing important gets missed.
Greg Meyer, founder of New Wave Financial Services, is a certified CPA (Certified Public Accountant) and CFP® (CERTIFIED FINANCIAL PLANNER™ professional), allowing him to address the spectrum of your financial needs. After graduating summa cum laude from the University of Massachusetts, Amherst with his BA in Accounting, Greg began his career at Deloitte Tax in NYC and LA, where he assisted high-net-worth individuals and small businesses with tax compliance and international tax planning.
Greg soon discovered his true passion: developing comprehensive financial strategies that extend beyond tax preparation. Recognizing the inefficiencies clients face when dealing with multiple financial professionals, he set out to create a tech enabled full-service financial firm offering services at accessible rates.
Outside of work, Greg is an avid traveler, having backpacked across Europe and the Mediterranean. He currently resides in Hermosa Beach, CA, with his wife Caitlin, two daughters Evelyn & Elizabeth, son Theodore, and their dog, Tasman.
Caitlin Meyer serves as Partner and Director of Business Development at New Wave Financial Services. She earned her BA in Accounting before beginning her career in corporate finance at NBCUniversal, later joining Google and spending 14 years at Google/YouTube. During her tenure at YouTube, Caitlin supported some of the largest creators and media companies, including Ms. Rachel and Disney, supporting them across audience development, monetization, and long-term business strategy.
Over time, Caitlin saw a recurring pattern: creators running sophisticated businesses while navigating unpredictable income, rapid growth, and a lack of specialized financial guidance. Recognizing this gap - and seeking both greater impact and more freedom for her family - she chose to leave YouTube and join New Wave, the boutique advisory firm founded by her husband, Greg. She now uses her deep understanding of the creator economy to help clients build stability, resilience, and long-term financial security. Caitlin lives in Los Angeles, CA, with her husband Greg and their three children—Evelyn, Elizabeth, and Theodore. Outside of work, she enjoys running, traveling, and enthusiastically cheering on Boston sports teams.
We are fiduciaries who don’t work on commissions or referrals, so we always have your best interests in mind.
We utilize technology so that we can work remotely to fit meetings into your busy schedule.
We provide tax preparation, financial planning, and portfolio management under one roof.
We build a lifetime partnership with our clients, working together to create their best financial life.
Many financial professionals offer only one service - taxes, financial planning, or investments. This means you must manage multiple professionals and worry that something might get lost in translation along the way. We're uniquely positioned to be the comprehensive resource for your wealth management needs.
1099s, irregular cash flow, write-offs, business and creator revenue, managing multiple income sources
RSUs, ISO, NSO, ESPPs, liquidity planning, tax-efficient diversification strategies, IPO, acquisition, and liquidity event planning
Living off of portfolios, passive income, withdrawal and tax efficiency, confidence in every life stage
Start with a free meeting. No sales pitch, just a conversation about your life & goals:
Book a Free Intro Call ➝
