Nina Doehrman

Wealth Advisor

Bay Area

Nina Doehrman

Wealth Advisor

Bay Area

Nina Doehrman joined Adero in 2023 with over 3 years of experience in wealth management, particularly in complex planning and ultra-high-net-worth client service.

Nina began her career with AllianceBernstein in San Francisco. There she focused on servicing ultra-high-net-worth individuals in tech, sports, and consumer industries providing tax and estate planning, investment management, stock strategies, and retirement planning.

Nina graduated from the University of Southern California with a B.S. in Business Administration, emphasis in Finance.

What drew you to wealth management?

Coming from a finance background, I was drawn to wealth management as a way to help people. My favorite part of any day is when I’ve been able to help someone alleviate their concerns and give them peace of mind.

What do you enjoy most about Adero?

The culture of collaboration and passion for our clients. Everyone at Adero truly supports growth and success in every aspect, constantly working together to provide the best service for our clients and each other.

What do you enjoy most about wealth management?

I love building and maintaining relationships with my clients and helping them achieve their life goals. There is nothing better than getting to see a client fulfill their dreams with my advice.

Which quality makes you best suited to provide wealth management service?

One of my biggest strengths is being able to look at the big picture, which is so important when building financial plans for our clients. As an advisor, I am here to provide solutions to problems clients didn’t even know they had.

What do you love to do outside of work?

I love spending time outside, whether it’s spending the day at the beach, hiking with my dog, or reading in a park.

What’s the most influential book you’ve read and why?

How Women Rise really opened my eyes to societal habits that prevent women from growing and advancing. The book gives you real-life tools to break those habits and find success and leadership opportunities.

If you could play a character from a movie, whom would it be and why?

I would play Barbie. Not only do I look the part but I also love the message behind the film of empowerment, self-love, and acceptance.

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