Molly E. Myers, CFP®, CLU

Molly Myers joined Concentric Wealth Management in 2017 after it merged with her previous firm, Lifetime Wealth Management. From college and retirement saving to medicare and social security planning, Molly has been assisting her clients through the financial planning process to ensure their goals are on track.

Molly earned a Bachelor of Arts degree from Xavier University. She is a Certified Financial Planner™ (CFP®) and a Chartered Life Underwriter (CLU) with expertise in the areas of insurance, Medicare, and financial planning. She maintains a series 6, 7, 63, 66 and her life and variable annuity insurance license.

Molly resides in Milford, Ohio with her husband John and daughter Zoey. She enjoys camping, traveling to new places, her dogs and watching her daughter play in school and club volleyball.