Jeremy Moniz, CFP^®

Designations and licenses

Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Jeremy works closely with clients to develop customized wealth management plans to help them achieve their long-term goals. Jeremy specializes in running retirement planning and tax projections, as well as dealing with strategies around concentrated positions. Prior to joining Mariner, he worked at Mercer Advisors as a client associate where he assisted clients in their operational and administrative needs.

Jeremy has a bachelor’s degree in finance from the University of Nevada-Reno.

Personal interests

In his free time, he enjoys playing basketball and tennis.

Jeremy’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.