Partner

Becky Meats is a Certified Public Accountant and partner at Clear Insight Wealth Management, a wealth management firm for military families, government employees, and business owners looking for a clear path to living their best lives. A firm believer that money is a tool that allows us to make our dreams happen, Becky thrives off simplifying clients’ finances and helping them find financial success. Becky has the rare talent of making the seemingly complex and chaotic world of finances and taxes simple and understandable. This understanding allows clients to make better use of their financial tools and often leads to success in many other parts of their lives.

Becky obtained her bachelor’s degree from Washington State University and has over 16 years of experience in accounting. She is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). Becky maintains AICPA certifications in retirement planning, estate planning, risk management and insurance, and investment planning. Her expertise is critical in integrating all the aspects of financial planning into a comprehensive whole.

Becky and her family live on a small farm with their registered Jersey cows and a flock of unruly chickens. When she’s not poring over tax code, she can be found chasing cows out of her garden or lacing up her running shoes and going for a training run. An avid runner, she’s working toward the goal of running a race in every state (6 down, 44 to go). Despite a busy schedule, Becky dedicates her time to the local community. She is active in her local grange and corrals the Junior and Youth Grangers at the local county fair (a significantly more difficult challenge than the livestock).

Education

• Bachelors, Washington State University

Certifications

• Certified Public Accountant (CPA)

• Personal Financial Specialist (PFS)

• AICPA Retirement Planning Certified

• AICPA Estate Planning Certified

• AICPA Risk Management and Insurance Certified

• AICPA Investment Planning Certified