Jeremy Moniz, CFP®

Wealth Advisor

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 Offices

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