SEC CRD #801-127570
Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA® - Meridian Wealth Advisors, LLC Wealthtender Sign In / Sign Up Financial Professionals Sign In Or Sign Up Individuals Subscribe for Money Tips Open menu Close menu Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA® Fee-Only Fiduciary Planning for Complex Pension Equity Compensation Benefits Contact Me Book Intro Call Connect Cancel Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts. Click Here to Learn More Thanks! Your message has been sent. Contact Me CONTACT Cancel Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA® Validate Email First Name * Last Name * Email * Message * Meridian Wealth Advisors, LLC Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA® Albuquerque, NM Serving Clients Nationwide Fee-Only Fiduciary Planning for Complex Pension Equity Compensation Benefits Jump to... Featured Highlights 505.828.2220 Website Areas of Focus Equity Compensation Options Exit Planning Investment Management Retirement Planning Taxes About Scott Floersheim, CPA/PFS, CFP®, CPWA® , RMA® Hi, I'm Scott Floersheim. I’m a life-long New Mexico resident and a graduate of both the Albuquerque Academy and the University of New Mexico. After graduating from UNM, I became a Certified Public Accountant in 1986 and subsequently became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1999 after introducing financial planning to my tax-practice clients. I am a member of the
SCOTT FLOERSHEIM
MANAGING MEMBER/CCO
📞 (505) 828-2220
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AUM
$156M
Location
ALBUQUERQUE, NM
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