MEGHAN RAILEY, CFP®

FOUNDing advisor, CFO

Meghan is motivated by her dedication to solving—and preventing—other people’s problems. Her gifted ability to focus on the big picture empowers clients to anticipate potential financial pitfalls down the road and proactively take steps today to avoid present and future mistakes.

Drawing on her experiences as a former high school and college athlete, Meghan is steadfastly loyal to her clients, assembling and managing each client’s own professional team—from attorneys to accountants to realtors. She also tirelessly advocates on their behalf when money-related issues complicate personal relationships with friends and family. Always focused on the big picture, she makes it her mission to advance her clients’ financial goals by helping them earn, invest, and budget first-generation wealth.

Meghan specializes in equity compensation and customized financial planning, including tax and estate planning. She met Optas Co-founder Fritz Glasser, CIMA® at UBS Financial Services in 2008. Together, they joined Wells Fargo Advisors in 2010 before establishing Optas in May 2019 to fulfill their shared vision of serving as independent financial advocates and wealth stewards for their clients. Meghan has been recognized as one of “America’s Top Next-Gen Wealth Advisors: Millennials” by Forbes and “Top Wealth Advisor Moms” by Working Mother.

A staunch advocate for female advancement, Meghan is a member of both the Board of Directors and Finance Committee at ICA Cristo Rey Academy, an all-girls college preparatory work-study high school for underserved young women in San Francisco. Through her volunteer work with the Peninsula College Fund, she also serves as a mentor to a young woman who is the first member of her family to attend college.

A San Francisco Bay Area native, Meghan graduated from Santa Clara University with a BS in Finance. She is a CERTIFIED FINANCIAL PLANNERTM professional. When not working or volunteering, Meghan enjoys spending time with her husband, daughter, and two sons, as well as traveling and cooking.

Education:
BS, Finance, Santa Clara University

Designations:
CERTIFIED FINANCIAL PLANNER™ Professional