• Nadia Keric, CFP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

Nadia Kathleen Keric is a CERTIFIED FINANCIAL PLANNER practitioner. Her specialties include organization and management of family wealth, income and estate planning techniques, and charitable giving strategies.

Prior to joining the Family Wealth Planning Group, Mrs. Keric advised affluent families at Accredited Investors, Inc., a nationally acclaimed financial planning firm in Minneapolis, Minnesota. Mrs. Keric established her career at Accenture Ltd., as a management consultant for several large companies.

Mrs. Keric graduated with honors from the University of Minnesota’s Carlson School of Management, earning a degree in Finance. She subsequently obtained her Master’s Degree in Personal Financial Planning from the College for Financial Planning in Denver, Colorado.

Mrs. Keric is a graduate of Leadership Collier and currently serves on the Finance Committee of the Shelter for Abused Women and Children in Naples, Florida. She is passionate about educating youth and the community on the importance of financial literacy. Mrs. Keric lives in Naples, Florida with her husband and three children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.