Nasera Kaouss is a is a financial advisor and Certified Financial Planner™ professional with Raymond James. While focusing her business on her clients’ individual financial objectives, Nasera believes the most successful wealth management strategies look at the big picture. It is this comprehensive, strategy-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that distinguishes Nasera.
Nasera is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Nasera works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial strategies. As a Certified Financial Planner™ professional, Nasera has a deep understanding of investment management, retirement planning, tax planning, estate planning, insurance planning, education planning and Social Security and Medicare planning.
Nasera was born in Boston, Massachusetts but has lived most her life in North Carolina. She graduated from The University of North Carolina at Chapel Hill with a Bachelor of Arts in Economics. When not working, Nasera enjoys boating, traveling, spending time with friends and family and going on adventures with her dog, Willow.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.