Jearl Meeks, CFP®, CPA, CRPS®
Jearl started Wealth Management Strategies in January 2009 to provide invaluable assistance to his clients as our president and owner. He has more than 27 years of experience in portfolio management and retirement planning. In addition, Jearl has 36 years of financial management experience with publicly traded and privately held companies. After receiving a BSBA in accounting at the University of Tulsa, Jearl became a CPA, a licensed insurance agent, an Investment Adviser Representative of Commonwealth Financial Network®, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Chartered Retirement Plans SpecialistSM. Jearl is active in professional and civic organizations and is a member of the Oklahoma Society of Certified Public Accountants. He has served as both treasurer and vice president of finance at Youth at Heart, a United Way agency, and has been the treasurer for Southside Sertoma Club since 1997. Jearl is also active in the local chapter of the Financial Planning Association and served as president in 2010.
Jearl resides in Jenks, Oklahoma, and is an active member of his church. He enjoys ballroom, country, and freestyle dancing, deer hunting with family, and traveling with friends and family. He has been married for seven years, has two grown children, and has four beautiful granddaughters.