Meagan Phelps is a CERTIFIED FINANCIAL PLANNER™ at Empress Investment Group. At a young age, after watching her mother receive valuable financial planning advice from a female financial advisor, Meagan was inspired to help other women achieve their financial goals.
Meagan graduated with honors as a double major at the University of California at Davis, earning a Bachelor of Science degree in Political Science and a Bachelor of Arts degree in Women’s Studies. Upon graduating from college in 1999, she immediately began her career in the financial services industry.
Meagan’s philosophy towards reaching your full financial potential is: be consistent, don't take unnecessary risks, and never lose sight of your goals. She holds her Series 7, 65, and 63 securities licenses as well as life, health, and annuity insurance licenses in multiple states, but primarily practices in California. She is also a licensed real estate salesperson in California.
In addition, Meagan achieved her CFP® marks, which is generally recognized as the highest credential in the financial planning industry. This distinguishes her among other financial advisors, as less than 20% of other advisors can say the same.
Meagan has successfully designed custom financial plans for hundreds of clients, and has considerable experience in wealth accumulation and management, investment and retirement planning, estate planning, education planning, and tax reduction strategies.
Meagan lives in Los Angeles and is married to her husband of 15 years, Todd. They have three children: a 4-year-old son, Easton James, a 3-year-old daughter, Eden McQueen, and a 1-year-old son, Cade Brooks. Away from the office, Meagan enjoys spending time with her children, interior design, photography, and traveling. She has visited more than 50 countries and plans to continue exploring the globe as her schedule allows.