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Seth Meisler, CFA, CFP, CPA

Seth Meisler, CFA, CFP, CPA

Lead Advisor

Seth has 17 years of experience as a financial advisor as well as Chief Investment Officer. He helps clients reach their financial goals by offering strategic financial planning, tax planning, and investment management solutions. Seth’s goal is to help people live their best lives and help simplify complex issues.

Seth is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) sub-specialty. Seth received an MBA from DePaul University and a BBA from the University of Michigan, Ann Arbor.

Seth is a member of the CFA Institute of Minnesota (CFAMN), the Minnesota Society of CPAs (MNCPA), the Financial Planning Association of Minnesota (FPAMN), and the American Institute of Certified Public Accountants (AICPA). Seth is also a member of Ed Slott’s Master Elite IRA Advisory Group, where he studies the complexities of IRAs to help his clients with tax and distribution strategies. Seth has been published in Marketwatch.com and Forbes.

Seth is married and has 3 children. They live in the Minneapolis area. Seth enjoys giving back to the community is serving on various committees and is on the board of Six Points Theater. He also enjoys biking and cross-country skiing.