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Neha Pande
Wealth Advisor
CFP®, APMA, MBA
npande@merceradvisors.com
Neha is a CERTIFIED FINANCIAL PLANNER® and Accredited Portfolio Management Advisor℠ with more than 15 years of experience in comprehensive financial planning and investment management. She has built a strong reputation for creating meticulous, client-focused financial strategies tailored to unique goals and risk tolerances.
Neha specializes in retirement planning, insurance planning, tax-efficient investments, cash flow optimization, and risk management. Neha combines cutting-edge financial technology with personalized guidance to deliver sophisticated analysis and compassionate support.
After earning her MBA from the University of Memphis in 2009 and transitioning from a background in marketing and human resources, Neha joined Vishria Bird Financial Group which merged with Mercer Advisors in 2025.