Jeremy Merlino, CFP®

I’m Jeremy Merlino, I am a native Nevadan, and I am a Certified Financial Planner® with over 15 years of experience in the financial services industry while holding series 7 & 66 registrations, and insurance licenses as well. I have a passion for helping families not only plan for their financial future but help put them in positions to better their lives and feel comfortable where they are at. I believe in finding a balance between saving for the future and living for today. I specialize in helping clients figure out how to go from the steady paycheck at work to a reliable paycheck in retirement.

Outside of the office I enjoy spending time with my beautiful wife and two boys. I like to golf, play sports, camp, hike, fish, go to concerts, and just go explore new places with my family. We are a big sports family and love cheering on our teams including the Raiders, A’s, and all Wolfpack teams. I look forward to helping you achieve your goals.