Mariner Wealth Advisors
Alise provides comprehensive financial advisory services, including retirement planning, private investments, executive compensation, socially responsible investing and helping high-net-worth individuals and their families create wealth-life balance.
Prior to joining Mariner Wealth Advisors, Alise managed the Walnut Creek office at Mercer Advisors, which serves the majority of firms in Northern California.
Alise has a bachelor’s degree in Sociology from Le Moyne College and a certificate in personal financial planning from University of California, Berkeley. She is a member of the Financial Planning Association, serves as board chair for the Financial Planning Association of the East Bay and is a board member of AdvisorsGiveBack.org.
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.