About

Scott Dauenhauer CFP, MSFP, AIF is the Principal and Owner of Meridian Wealth Management.

Teacher’s Advocate Blog – Blog on teacher retirement plans.

Scott has been mentioned in many books and is often quoted in the financial media including the Wall Street Journal, Smart Money magazine, Kiplingers, Los Angeles Times, New York Times, Orange County Register, San Diego Union Tribune, Bloomberg, MarketWatch, CNNMoney and the Kiplinger Retirement Newsletter.

Scott runs The Meridian Blog, a widely read blog that explores personal finance, macro-economics and investments.  He was recently awarded the FORERUNNER award for being a “Financial Industry Innovator”.

“Secrets of the Wirehouse” was written by Scott several years ago after leaving Wall Street to work for Main Street, it generated a lot of buzz and landed him a profile in the New York Times Bestseller, The Number.  Scott also co-wrote The 403(b) Wise Guide and helped with the follow up book, Teach and Retire Rich, by Dan Otter.

Scott released a book titled Wild West: Providing Fiduciary Advice to Public School Employees in 2016.

Scott is a nationally recognized speaker on financial planning and investment issues as well as a well known expert on the inner workings of Government Defined Contribution Plans.

Services

The world of financial planning and investment management can be very complex.  It really is another language, one that most don’t want to learn.  Our goal is to make the complex seem simple and to help educate you about your money.  The decisions you make today in regards to your money will shape your future.  Choosing the right advisor is extremely important.

Financial planning is the cornerstone of any good financial relationship, without it you have no direction.  Our goal is to provide direction for your goals and to integrate that with your money decisions.
Choosing the right portfolio manager for your money today will ensure a bright future.  We have a unique portfolio management philosophy that we believe provides the best probability of meeting your goals.

Service and communication are the keys to any good relationship.  Choosing a firm with high service standards and reasonable costs will provide you with peace of mind in addition to financial security.

8 thoughts on “About”

  1. Saw the movie Arbitrator, starring Richard Gere. It was the best of the “Wall Street” genres that I have seen, if one is cynical, which is hard to resist these days.

    Gere’ performance was fine but the movie was a lot more about the systems and institutions we employ in our modern 21st century economic system. Gere plays your typical hedge fund tycoon with wife played by Susan Saradon and two adult kids. The accidental death of his mistress is where it gets interesting, not the fact that he has borrowed illegally, $400,000,000 to cover an investment in a losing copper mine and keep that transaction from a suitor who is buying Gere’s company. It’s so stereotypical, is it pure Wall Street or Hollywood or a combination of both?

    So where does he turn for help to run away from the accident? Harlem, and a poor African American kid he once helped! Now that the law is trying to bring enough evidence to convict him, the justice system screwed up. It was the shenanigans the police inspector tried by exploiting our chronic negative race relations to get a murder conviction via the inspector’s personal resentments and distrust of the super wealthy.

    The corruption is predictably profound, even Gere’s brilliant daughter went from idealism to accepting her father and the system he exploited, albeit grudgingly (she is young). After all, her father was a philanthropist helping people along the way, from his untalented artist’s mistress that he killed in the car accident and the African American young man trying to straighten out his life with Gere’s help, in which he now turned for help! What a mess!

    This movie was a replication of Tom Wolf’s, The Bonfire of the Vanities, except there weren’t any politics (I can’t imagine why). Both movies were set in New York and both were about murders. I read the Tom Wolf story but not seen the 1990 movie starring Tom Cruise. Cruise’s character was not so lucky, it was a different time when the S&L loan and bond crisis brought about 1000 arrests and convictions. (None from the current crisis.)

    In 21st century America, however, financially focused arbitrators and the middle and upper classes who extract from society rather than give back, rarely pay for their extravagances and excess—perhaps we all would be a little guilty of that and which is a larger philosophical and moral issue of our times. But neither does the inspector who doctored up evidence to try and get an arrest and got caught by the judge!

    The end was brilliant! Highly recommended.

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