December 14, 2018 – 3:00-3:30pm
Monthly Co-Host:
Nathan Mesereau
President, Planning Alternatives
Theme:
Growing your business and succession planning
Tune in for Jon and Nathan Mesereau to answer any question you have to grow your business big. Very big!
Listen to Jon’s recent conversation with Nathan Mesereau
With over 20 years of experience in the financial services industry, Nathan Mersereau brings a wealth of knowledge and expertise to Planning Alternatives. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management.
Nathan is responsible for leading the strategic direction of Planning Alternatives as well as overseeing WealthCare Advisors, an affiliate firm providing wealth management services to physicians. As a Certified Financial Planner®, Nathan provides comprehensive financial planning solutions to clients with a specialization in planning for financial independence.