Nadia Keric is a distinguished CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) at the Family Wealth Planning Group, a premier wealth management team under Raymond James located in Naples, Florida. With a profound commitment to serving a select group of families and individuals nationwide, Nadia plays a...
Nadia Keric is a distinguished CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) at the Family Wealth Planning Group, a premier wealth management team under Raymond James located in Naples, Florida. With a profound commitment to serving a select group of families and individuals nationwide, Nadia plays a pivotal role in navigating the complexities of financial planning. Her expertise encompasses a wide range of areas, including strategic financial planning, estate planning, and retirement planning, ensuring that her clients receive comprehensive and tailored financial advisory services.
At the Family Wealth Planning Group, Nadia is deeply involved in key projects that focus on maximizing wealth and enhancing the lifestyle of her clients. She collaborates closely with families to develop personalized financial strategies that not only address immediate financial needs but also empower future generations. By employing a holistic approach to wealth management, she integrates various aspects of personal finance, including cash flow management and investment strategies, to create a cohesive financial roadmap.
Nadia’s dedication to her clients goes beyond mere numbers; she strives to build lasting relationships based on trust and transparency. Her ability to simplify complex financial matters allows clients to make informed decisions that align with their values and aspirations. As a trusted family advisor, Nadia is committed to helping her clients navigate life's financial challenges, ensuring that their legacies are preserved and their loved ones are empowered. For more insights into her work and the Family Wealth Planning Group’s philosophy, visit www.familywealthplanninggroup.com.
