Meagan Phelps in

Meagan Phelps

Examiner · DISC type sc
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

Status Quo Seeker
Late Adopter
Unexpressive

They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

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)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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