Alise Kraus, CFP®
Designations and Licenses
Alise is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Alise provides comprehensive financial advisory services, including retirement planning, private investments, executive compensation, socially responsible investing and helping high-net-worth individuals and their families create wealth-life balance.
Prior to joining Mariner Wealth Advisors, Alise managed the Walnut Creek office at Mercer Advisors, which serves the majority of firms in Northern California.
Alise has a bachelor’s degree in Sociology from Le Moyne College and a certificate in personal financial planning from University of California, Berkeley. She is a member of the Financial Planning Association, serves as board chair for the Financial Planning Association of the East Bay and is a board member of AdvisorsGiveBack.org.
Alise has a passion for empowering young women around money and closing the wealth gap. She started a mentorship program for women at a prior firm and is a volunteer mentor for women advisors with the CFP Board WIN Program. Additionally, Alise advocates for legislative changes in financial services in Sacramento and Washington DC with the Financial Planning Coalition.
In her free time, she enjoys spending time with her two young children and dog, hiking East Bay trails and spending time in the Sierra Nevadas.