Fran Goldman

Fran transitioned to becoming a CERTIFIED FINANCIAL PLANNER™ Professional after a distinguished career in government and non-profit management. Her goal is to help clients make the best financial choices aligned with their values and goals.

After building and managing her own financial planning firm for 15 years, Fran joined Mercer Advisors in 2024 to continue providing exceptional service to her clients. Fran earned her Bachelor of Arts in political science from the University of Michigan and her MBA from the University of Chicago Booth School of Business.

Before entering the financial services industry, she worked for the U.S. Office of Management and Budget and the New Zealand Treasury. She then spent 18 years as CFO for various local, national, and international non-profit organizations.

Outside of work, Fran is active in several local and national non-profit organizations, enjoys recreational bicycling, and loves traveling to off-the-beaten-track places.