Marge Neis, CFP®, Wealth Adviser
Before joining Polaris Wealth as a Wealth Advisor, Marge Neis spent her career in accounting and financial consulting, providing analytical and litigation support services to a team of professionals handling billions of dollars in settlements. Marge is a CPA (Inactive), has an MBA degree with a concentration in finance from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER™* professional.
Marge is an experienced financial professional with over 30 years’ proficiency in accounting, financial consulting and litigation support. She volunteers on the local Financial Planning Association’s pro bono and Emerging Advisors committees as well as for Tax-Aide’s free tax preparation service. She cares deeply about each client’s financial picture and is committed to helping clients achieve mastery over their personal finances.
Marge is originally from North Dakota and is the parent of identical twin daughters. In her spare time, she likes to participate in outdoor exercise boot camp classes and visit San Francisco’s wonderful art exhibits.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.