Marisa Mozer, CFP®
Designations and Licenses
Marisa is a CERTIFIED FINANCIAL PLANNER™ professional.
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.