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 (8 down, 42 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).

Becky Meats, CPA/PFS

Becky Meats is a partner and financial advisor at Clear Insight Wealth Management, where she brings more than 16 years of accounting expertise to the intersection of tax planning and comprehensive financial planning. A CPA and Personal Financial Specialist, Becky has a rare talent for making the complex world of finances and taxes simple, understandable, and actionable; she believes that clarity about money often creates positive change far beyond the balance sheet.

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.

Education

Certifications

Becky holds the CPA (Certified Public Accountant) designation, the most rigorous professional credential in accounting, and the PFS (Personal Financial Specialist), a designation awarded exclusively to CPAs who demonstrate advanced competency in financial planning. She also holds AICPA specialty certifications in retirement planning, estate planning, risk management and insurance, and investment planning, a combination that makes her uniquely equipped to integrate tax strategy into every aspect of a client's financial plan.

  • Bachelors, Washington State University

  • 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