Jeremy Kisner is a Partner and Wealth Advisor at Corient's Phoenix office since March 2023, previously serving as the Director of Financial Planning and Senior Wealth Advisor at Surevest Private Wealth from October 2007 to August 2023. With a wealth of experience in financial planning and investment management, Jeremy founded and led Kisner & Associates in Las Vegas from December 2003 to October 2007. Educational credentials include a Bachelor's degree in Business/Managerial Economics from U.C. Santa Barbara, a CFP from UC Irvine, a Chartered Retirement Plans Specialist designation, and a Chartered Life Underwriter designation from The American College of Financial Services, along with a Certified Private Wealth Advisor credential from the Investments and Wealth Institute.
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