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