Marisa Mozer, CFP®

Wealth Advisor

Designations and Licenses

Marisa is a CERTIFIED FINANCIAL PLANNERprofessional.

Experience and Education

Marisa works closely with clients to develop customized wealth management plans to help them achieve their long-term goals. Prior to joining Mariner Wealth Advisors, Marisa was a financial planning analyst at The MDE Group and later a wealth strategist for Beacon Trust Company following its acquisition of MDE. In both roles, Marisa worked with other members of the wealth management team to provide client-specific analyses and recommendations related to retirement, estate planning, income tax planning, cash flow and investment allocation strategies.

Marisa has a bachelor’s degree in economics from New York University.

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