Top financial advisors working with women professionals in Nevada
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're a woman professional navigating career growth, compensation negotiations, or planning for financial independence, the advisors below can help you address challenges unique to your experience. A common pitfall is working with advisors who overlook gender-specific career patterns and financial goals, leading to less effective planning.
- Career lifecycle insight. Look for advisors who understand how career breaks, promotions, and wage gaps impact your long-term financial plan.
- Compensation nuances. Confirm they consider benefits like stock options, bonuses, or flexible work arrangements common in your field.
- Retirement planning tailored to women. Ask how they adjust savings strategies to account for longer life expectancy and potential caregiving roles.
- Workplace dynamics awareness. Ensure they recognize challenges like pay equity and advancement barriers that affect your financial trajectory.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Heather D
Series 66
Las Vegas, NV
Merrill
Heather Djan specializes in financial planning for women professionals in Nevada, with expertise in retirement income strategy, multi-generational wealth transfer, and college savings. She brings 18 years of industry experience and works at Merrill, a large firm, offering a 1.10% AUM fee for managed strategies under $2 million. Her background as an executive and founder/business owner adds valuable insight into career and financial challenges faced by women professionals.
Experience: 19 years
Avg account: $860,085
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Lacee P
Series 66
Sparks, NV
Edward Jones
Lacee Preciado specializes in retirement income strategy and serves women professionals, including those who are LGBTQIA, making her well-suited to address financial planning challenges unique to women in Nevada. Working at Edward Jones, a large full-service wealth management firm, she offers access to a broad range of advisory strategies and benefits from a nationwide network, which may provide more comprehensive resources compared to smaller firms.
Experience: 2 years
Avg account: $246,728
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Caitlyn D
Series 65
Las Vegas, NV
RightWise Wealth
Caitlyn Driehorst specializes in financial planning for women professionals in Nevada, with expertise in retirement planning, cash flow management, and college savings, making her well-suited to address career and compensation nuances faced by women in technology. As an independent advisor at RightWise Wealth, she employs a Modern Portfolio Theory approach with a 1.00% AUM fee, offering personalized, multi-meeting planning and ongoing reviews that differentiate her from others by emphasizing diversification and low-fee funds.
Experience: 3 years
Avg account: $369,930
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Garrett P
CFP®, Series 63, Series 66
Henderson, NV
Mercer Global Advisors Inc.
Garrett Parker specializes in serving women professionals in Nevada, bringing 10 years of experience and CFP® certification to address unique financial challenges such as career breaks and compensation nuances. Working at Mercer Global Advisors, a large firm known for globally diversified, risk-appropriate portfolios, he offers flat-fee structures and caters to high-net-worth clients, distinguishing him from advisors with smaller practices or different fee models.
Experience: 11 years
Avg account: $2,214,259
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Diana Y
CFP®
Henderson, NV
Natural Investments
Diana Yanez specializes in advising women professionals in Nevada, bringing a focus on values-based investing and expertise in ESG and sustainable investments, which can address unique financial goals related to career growth and compensation nuances. With three years of experience, CFP® certification, and a background as a founder of a financial empowerment coaching company, she offers hourly and retainer fee options through Natural Investments, a firm managing $2.05 billion with a socially responsible, diversified investment approach.
Experience: 4 years
Avg account: $1,563,867
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