With over 20 years of experience in the financial services industry, Nathan Mersereau brings a wealth of knowledge and expertise to Planning Alternatives. Prior to joining the firm in 2009, Nathan was the owner and President of Oakland Wealth Management.
Nathan is responsible for leading the strategic direction of Planning Alternatives as well as overseeing WealthCare Advisors, an affiliate firm providing wealth management services to physicians. As a Certified Financial Planner®, Nathan provides comprehensive financial planning solutions to clients with a specialization in planning for financial independence.
Nathan has contributed to various media publications including USA Today, the Wall Street Journal and Michigan Medicine, as well as appeared on NBC’s WDIV-TV Channel 4. Nathan holds a Bachelors of Arts in Administrative and Commercial Studies from the University of Western Ontario and a Bachelors of Commerce in Finance from the University of Windsor. He is a member of Young Presidents’ Organization (YPO), a premier peer network of chief executives and business leaders. Nathan is a contributing member of the CNBC – YPO Chief Executive Network.
List three words that describe a successful journey:
Inspiration, Friendship, Fulfillment
If you could invite any three people to a dinner party, whom would you invite?
Will Ferrell, Richard Branson, and Beyoncé
What brings you joy?
Being able to make an impact and helping others reach their potential.