Meagan Phelps in

Meagan Phelps

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Founder & CEO, CERTIFIED FINANCIAL PLANNER® at Empress Investment Group
📍 Los Angeles, California, United States

Meagan Phelps is the Founder and CEO of Empress Investment Group, a Los Angeles-based firm repeatedly recognized by Forbes. A CERTIFIED FINANCIAL PLANNER® and a graduate of the University of California, Davis, she is dedicated to helping successful women optimize their wealth, reduce taxes, and achieve financial independence with confidence and clarity.

Meagans work is inspired by the impact a female financial advisor had on her own mother. She lives in Los Angeles with her husband and three children, and is passionate about interior design, photography, and traveling. Her firm actively supports organizations that empower women and participates in breast cancer awareness walks.

She is an avid world traveler, having already explored over 50 countries.

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Experience
26 Years
Current Role
Founder & CEO, CERTIFIED FINANCIAL PLANNER®
Job Level
Leadership
Location
Los Angeles, California, United States
Personality Overview

How Meagan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Meagan cares about

Financial Planning for Women
Her firm is built around a mission to help women and their families achieve financial independence and clarity using a personalized planning process.
Wealth & Legacy
Specializes in helping clients reduce taxes, grow assets, and simplify financial decisions to preserve wealth and protect their legacy for future generations.
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Career

Work history

1-2003
Founder & CEO, CERTIFIED FINANCIAL PLANNER®
Empress Investment Group
11-1999 - 1-2003
Financial Advisor and Registered Representative
Sunamerica Securities, Inc.
In the press

Media appearances

Empress Investment Group - Meagan Phelps - EPK - Disclosure. Featured in Vimeo
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Meagan Phelps - Empress Investment Group - Forbes. Featured in Forbes
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Education
1995 - 1999
BA
University of California, Davis
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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