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How to Position For Today’s Interest Rate Climate
PIMCO Education

Year-End Planning: 5 Strategies to Implement Before 2022(video)

Year-End Planning: 5 Strategies to Implement Before 2022

Clients look to financial professionals to help them organize their financial affairs and deliver experiential alpha, especially as the end of year approaches. This video provides strategies for investment considerations, tax planning, charitable giving, family meetings, and more.  Looking for CE on the topic? Visit pimco.com/advisoreducation.

Making the Most of Year-End Planning Conversations
PIMCO Education

Making the Most of Year-End Planning Conversations(video)

Making the Most of Year-End Planning Conversations

While clients expect investment management advice, they also need help with related areas, such as insurance and tax planning strategies, long-term care, and legacy planning. Here, John Nersesian, Head of Advisor Education, shares specific strategies to enhance planning conversations for more fruitful client engagement.

Delivering Alpha: The Value of Professional Advice
PIMCO Education

Effective Discovery and Women Investors(video)

Effective Discovery and Women Investors

John Nersesian, Head of Advisor Education, and Mary Hoppe, SVP Account Manager discuss the importance of client discovery and offer effective tips for working with women investors. 

Interested in additional education for advisors and their investor clients? Visit pimco.com/advisoreducation.

The SECURE Act: Key Provisions and Implications

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John Nersesian

Head of Advisor Education


Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 36 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.

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