Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

Marge Neis

Marge Neis

Wealth Advisor
4154646814
mneis@rwawealth.com

Experience the human side of wealth.

Before joining RWA Wealth Partners as a Wealth Advisor, Marge Neis spent her career in accounting and financial consulting, most recently providing analytical and litigation support services to a team of professionals handling billions of dollars in legal settlements. Marge is a CPA (Inactive), has an MBA degree with a concentration in finance from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER® professional.

Marge is an experienced financial professional with over 30 years’ proficiency in accounting, financial consulting and litigation support. She is active in the San Francisco chapter of the Financial Planning Association’s pro bono and Emerging Advisors committees as well as for Tax-Aide’s free tax preparation service. She cares deeply about each client’s financial picture and is committed to helping clients achieve mastery over their personal finances.

Marge is originally from North Dakota and is the parent of identical twin daughters. In her spare time, she likes to participate in outdoor exercise boot camp classes and visit San Francisco’s wonderful art exhibits.

Accreditations

  • CFP®
  • CPA (inactive)

Education

  • B.A. Accounting, University of North Dakota
  • MBA, Finance, University of Minnesota

Location

San Rafael Office

7 Merrydale Rd,
San Rafael,
CA 94903
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Ready to experience the human side of wealth?

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