Hugo C. Meraz

CERTIFIED FINANCIAL PLANNER™ Professional and Investment Advisor

Role
Senior Wealth Advisor at Mariner
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Hugo C. Meraz

I serve my clients as a wealth manager and financial planner. Some areas of focus include…

Experience

  1. Senior Wealth Advisor

    Mariner

    Oct 2025 — Present · Scottsdale, AZ, US

    As a Senior Wealth Manager at Mariner, I help my clients find solutions to complex wealthchallenges. At Mariner, our team of advisors and associates collaborate on tax planning, estateplanning, insurance, trusts and more. Because when we have access to a more collaborativeapproach, we believe we can find more sophisticated solutions.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.

Education

  • Arizona State University

    Bachelor of Science

  • Bryant University

    Certificate in Financial Planning

  • College for Financial Planning

    Chartered Retirement Plans Specialist

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