Nadia Keric
CERTIFIED FINANCIAL PLANNER® practitioner. Sr. Wealth Advisor & Shareholder, Mercer AdvisorsPartnering with Wealthy Families & Corporate Executives
- Role
- Sr Wealth Advisor & Shareholder at Mercer Advisors
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
About Nadia Keric
Nadia Keric is a CERTIFIED FINANCIAL PLANNER® practitioner(CFP®) with Mercer Advisors in Naples which manages the financial affairs of families and individuals across the country. As a decision making partner, their team of professionals keeps their clients’ focused on what is most important to them, now and in the future, in order to live a more balanced and purposeful life.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Sr Wealth Advisor & Shareholder
Aug 2025 — Present · Naples, FL, US
Education
College for Financial Planning
Master of Science Degree (MS), Personal Financial Planning Major
2010 — 2012
University of St. Thomas
Post-Secondary Courses, Accounting and Finance
1999 — 2000
University of Minnesota
Bachelor of Science Business (BSB), Carlson School of Management
2000 — 2004
Skills
- Personal Finance
- Strategic Financial Planning
- Wealth Management
- Investment Management
- Financial Planners
- Financial Advisory
- Investments
- Estate Planning
- Wealth
- Wealth Management Services
- Retirement Planning
- Cash Flow
- Finance
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