Alise Kraus, CFP®

Director & Senior Wealth Advisor
San Francisco – North Bay|San Francisco – East Bay

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.

Accolades

Alise was selected as one of InvestmentNews’ 40 Under 40 class of 2019. She has also received the Women’s Choice Award as a Financial Advisor in 2019.

Personal Interests

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.

Alise’s Offices

Alise was named as a 40 Under 40 class of 2019 by InvestmentNews. Those ranked were chosen for representing young advisors and associated professionals strengthening the financial advice industry and for contributing meaningfully to the advice industry, showing exceptional leadership and promise. For more information, visit https://www.investmentnews.com/40-under-40-awards-archive-2019. She also received the Women’s Choice Award as a financial advisor. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of Dec. 31, 2019, of the 542 considered for the Women’s Choice Award, 169 were named Women’s Choice Award Financial Advisors/Firms. For more information, visit: https://www.womenschoiceaward.com/financial-advisors/kraus. These awards are not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill.

Contact Us