Neha Pande

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.