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Alise Kraus,
CFP®

Client Advisor and Branch Manager

Alise Kraus, CFP® is a nationally recognized advisor who works with clients to help chart their financial future and make important decisions that affect all aspects of their wealth. In addition to her role as Client Advisor and Branch Manager at Mercer Advisors, Alise has been recognized for her extraordinary commitment to the financial planning profession by InvestmentNEWS with the Top 40 Under 40 award and by Women’s Choice Award. Alise is member of the Steering Committee for the InvestHERS initiative at Mercer Advisors, a comprehensive initiative to better serve the unique financial planning needs of women investors and attract more women advisors into the financial planning profession. She is a volunteer mentor to next generation financial planners through the CFP Board’s program, and an early volunteer advisor with AdvisersGiveBack.org, which brings fiduciary-level, personal financial advice to people of all income levels. She is a graduate of the Personal Financial Planning program at the University of California, Berkeley, and the Integral Honors Program at Le Moyne College. Alise is currently serving as President of the Financial Planning Association of the East Bay.

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