Margery (“Marg”) Neis serves as a wealth advisor at RWA Wealth Partners. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Marge builds strong relationships with her clients and their families and is resolute in helping clients achieve their goals over time and as their circumstances evolve.
Before joining RWA Wealth Partners, Marge spent her more than 30-year career in accounting and financial consulting, providing analytical and litigation support services to a team of professionals handling billions of dollars in settlements. She also volunteers on the local Financial Planning Association’s Pro Bono and Emerging Advisor committees as well as for Tax-Aide’s free tax preparation service.
Marge earned an MBA degree with a concentration in finance from the University of Minnesota, and she is a CERTIFIED FINANCIAL PLANNER® professional and a CPA (inactive).
Originally from North Dakota, Marg resides in northern California 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.
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.