Rick Baran,
CFP®, MBA

Client Advisor

Rick began his corporate financial analysis career in 1995. He joined Mercer Advisors to pursue his passion for providing financial planning advice and services to individual clients and their families. Rick’s past professional experiences include operations analyst at Nine West Group, senior financial analyst at Oxford Health Plans, and business analyst and regional finance manager at Willis Towers Watson. He graduated from the University of Connecticut with a Mathematics degree, earned his MBA in Finance from Florida Atlantic University, and also holds the FINRA Series 65 License.

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