Meritas Wealth Management, LLC

Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.

Jacqueline Remar is a CFP® professional with seven years of experience, currently serving as an advisor at Meritas Wealth Management, LLC in San Rafael, CA. She has been with Meritas Wealth Management since 2013. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm operates as a fee-only adviser, emphasizing broad, long-term diversification through model portfolios and written Investment Policy Statements, primarily using no-load mutual funds and passive strategies informed by academic research.

Gregg Clarke is a CFP® professional with 26 years of industry experience, currently serving at Meritas Wealth Management, LLC since 2008. He is involved with the Financial Planning Association as a mentor in their Residency Program, where he develops and delivers financial planning case studies to CFP® professionals and candidates. Meritas Wealth Management provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term diversification and academic research-based portfolio construction, using primarily no-load mutual funds and passive strategies.

Tiffani Clarke is a financial advisor at Meritas Wealth Management, LLC in San Rafael, CA, with 16 years of industry experience. She holds a Series 65 designation and has been with Meritas since 2009. Meritas Wealth Management provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term diversification through written Investment Policy Statements and primarily passive investment strategies informed by academic research and Modern Portfolio Theory.

Jennifer Bahi is a CFP® professional with three years of industry experience, currently serving as an advisor at Meritas Wealth Management, LLC in San Rafael, CA. Her entire career has been with Meritas Wealth Management, where she has worked since 2015. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses as a fee-only adviser. The firm emphasizes long-term diversification using primarily no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Cristi Tanner is a CFP® professional with five years of experience at Meritas Wealth Management, LLC. Prior to joining Meritas, she worked at the University of Georgia and Concord High School. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm follows a fee-only model and emphasizes long-term diversification using no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.