Hugo C. Meraz, CFP^®

Designations and licenses

Hugo is a CERTIFIED FINANCIAL PLANNER® professional. He also holds a Life, Accident and Health insurance license in Arizona and California.

Experience and education

Hugo provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Hugo was a director of financial planning and a wealth manager.

Hugo holds a bachelor’s degree in justice studies from Arizona State University.

Personal interests

Away from the office, Hugo enjoys cycling, hiking, camping and going on trips with family.

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.