EPISODE · Dec 2, 2020 · 28 MIN
How To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money Manager
from Smart Money Circle · host Adam Sarhan
My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management. With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV. As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network. Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan.
What this episode covers
My guest today is Nathan Mersereau, CEO and President, of Planning Alternatives, an independent wealth management firm with over $1 billion in assets under management. With over 25 years of experience in the financial services industry, Nathan has led Planning Alternatives to industry recognition by winning the Schwab Trailblazer award. Nathan has been a featured panelist at industry conferences and a contributing member of Charles Schwab and Envestnet Tamarac’s advisory boards. He is a member of NAPFA (National Association of Personal Financial Advisors), the community of fiduciary Fee-Only advisors offering holistic, objective financial advice. He has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV. As a Certified Financial Planner®, Nathan provides comprehensive wealth management solutions for clients focused on achieving and maintaining financial independence. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan sits on the board of the YPO Global One chapter and is a contributing member of the CNBC – YPO Chief Executive Network. Nathan serves on the board of Variety, The Children’s Charity, a non-profit organization devoted to supporting children in need. He also an active supporter of the Alzheimer’s Association of Michigan.
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How To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money Manager
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