Jeremy A. Kisner is CERTIFIED FINANCIAL PLANNER, Chartered Retirement Plans Specialist and Certified Estate Planner. He also has a degree in Economics from the University of California, Santa Barbara and is a member of the Financial Planning Association of Southern Nevada. Jeremy has has also received advanced education in risk management, financial planning, and modern portfolio theory through the financial planning program at the University of California, Irvine. He holds the FINRA Series 7, 24 & 63 licenses as well as life and health and variable insurance licenses.
Jeremy is the host of "Kisner's School of Money" on financial talk radio station 970 am KNUU in Las Vegas. He has also been published in various financial trade publications. Prior to founding Kisner & Associates, Jeremy worked for Charles Schwab and was the General Manager of Woodland Financial Services in Newport Beach California.
Throughout his career he has helped hundreds of individuals, business owners and families. His particular areas of expertise include: wealth management, retirement plan selection/design/implementation, retirement plan rollovers, income / distribution planning, alternative investments and asset protection.
Jeremy lives in Las Vegas with his wife Angela and daughter's Chloe and Gracie.
Securities offered through Crown Capital Securities, L.P. member FINRA and SIPC.
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Benjamin Franklin (1706-1790)
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| Our Mission Statement |
Our mission is to help clients avoid common financial mistakes that result in poor performance, unnecessary taxes and high fees. We always strive to deliver the highest investment returns for our clients with the lowest possible risk.
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