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Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Alise Kraus, CFP®, is among a select group of financial advisors to be named a 40 Under 40 honoree for 2019 by Investment News, a leading provider of news, analysis and information for the financial advisory. Kraus and the other 39 winners are profiled in a special issue of Investment News released today.

Now in its sixth year, the 40 Under 40 list recognizes 40 financial professionals younger than age 40 who are changing this industry for the better. Investment News reporters, editors, and other representatives selected the winners from a pool of nearly 1,000 nominees based on their level of accomplishment, leadership, contributions to the financial advice industry, and future potential.

Kraus, who began her financial services career in 2007, is a client advisor and manages the Walnut Creek, California, branch of Mercer Advisors. She also serves on the steering committee of InvestHERS, which is an initiative designed to attract women into the financial services industry, as well as to better serve the unique wealth management needs of women investors.

“I became an advisor because I wanted to help people live more fulfilling and successful lives. Through the study of financial planning, I learned how to guide and coach people to build wealth rather than center their lives around money. It’s an honor to become a part of clients’ lives, and to be doing work that is worth doing on a daily basis. I’m grateful that Mercer Advisors provides such great opportunities to learn from other talented professionals, support my clients in achieving their dreams, and to grow in my profession.”

“Alise is an exceptionally bright and supportive advisor who puts her full energy into surpassing clients’ expectations,” said Dave Welling, CEO of Mercer Advisors. “Everyone who’s worked with her can tell you how much Alise deserves this prestigious honor, which also reflects our company’s belief in creating avenues for exceptional people to grow and excel.”

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#4 RIA in the West by Investment News

Dec 26, 2018

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Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

InvestHERs Recognized for Outstanding Thought Leadership

Sep 16, 2019

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