How To Create A Long-Term Holistic Financial Plan With Nathan Mersereau - $1 Billion Money Manager

My guest today is Nathan Mersereau, CEO and President, of
Planning Alternatives, an independent wealth management firm with
over $1 billion in assets under management.


With over 25 years of experience in the financial services
industry, Nathan has led Planning Alternatives to industry
recognition by winning the Schwab Trailblazer award. Nathan has
been a featured panelist at industry conferences and a
contributing member of Charles Schwab and Envestnet Tamarac’s
advisory boards. He is a member of NAPFA (National Association of
Personal Financial Advisors), the community of fiduciary Fee-Only
advisors offering holistic, objective financial advice. He has
contributed to various media publications including USA Today,
the Wall Street Journal and Michigan Medicine, as well as
appeared on NBC’s WDIV-TV.


As a Certified Financial Planner, Nathan provides comprehensive
wealth management solutions for clients focused on achieving and
maintaining financial independence.


Prior to joining the firm in 2009, Nathan was the owner and
President of Oakland Wealth Management.


Nathan holds a Bachelors of Arts in Administrative and Commercial
Studies from the University of Western Ontario and a Bachelors of
Commerce in Finance from the University of Windsor.


He is a member of Young Presidents’ Organization (YPO), a premier
peer network of chief executives and business leaders. Nathan
sits on the board of the YPO Global One chapter and is a
contributing member of the CNBC – YPO Chief Executive Network.


Nathan serves on the board of Variety, The Children’s Charity, a
non-profit organization devoted to supporting children in need.
He also an active supporter of the Alzheimer’s Association of
Michigan.