Mercer Advisors Wealth Management 5348 Carroll Canyon Road, San Diego, CA 92121
About the Business
ercer Advisors Wealth Management is a finance institution located at 5348 Carroll Canyon Road in San Diego, California, United States. Our team of wealth advisors in the San Diego - Sorrento Valley area is here to help you enjoy everything you've worked for. We believe in helping you protect and grow your wealth beyond just your investment portfolio. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, we connect all the dots of your financial life.
Meet our talented wealth advisors in San Diego - Sorrento Valley:
- Jeff, with over two decades of experience in finance, focuses on helping clients navigate their wealth management needs.
- Mike, with over 50 years in the financial services industry, believes in building successful relationships through communication.
- Jonas, a Chartered Financial Analyst® charterholder, advises on multi-employer pensions and corporate plans.
- Brandon specializes in asset allocation, tax planning, cash flow management, and retirement planning.
- Chris, a Chartered Financial Analyst®, guides high-net-worth clients through their wealth management journey.
- Maria has a passion for offering the best service possible and enjoys working with clients and colleagues in sunny San Diego.
- Kailen, with over 15 years of experience, provides a personal touch and solid level of service to clients.
- David, who manages the Southern California advisory teams, has a passion for educating clients and guiding them through the financial planning process.
At Mercer Advisors Wealth Management, we are here to help you transition from being a wealth builder to a wealth enjoyer. Visit us in San Diego - Sorrento Valley to connect all your financial dots and start enjoying the fruits of your labor.
Photos
Location & Phone number
5348 Carroll Canyon Rd #200, San Diego, CA 92121, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"The people there are knowledgeable, helpful, and accessible."
"Our advisory team at Mercer has brought confidence to our life financial plan. From our practice income and current retirement investing, to Transition assistance and planning for eventual retirement, they have been completely fantastic. My wife and I have been able to fund college for four sons, enjoy a nice lifestyle and yet have great confidence in the plan that Dustin has set up. We look forward to continuing to work with them and highly recommend their services!"
"I've been with Mercer Advisors for almost 25 years. They have been nothing but professional. They are very easy to communicate with and have nothing but my best interest in mind. There is real piece of mind in having developed a retirement plan that I know is going to work!"
"Mercer uses refined asset allocation tools with a long term outlook to growth and capital preservation. Regular performance reporting is excellent and annual in depth reviews of performance, goal review and overall review of net worth is performed. Value added services such as Estate Planning is excellent as well. Company has been in business for many years and they continuously refine their proven methods. You usually work with a single adviser who is backed up by a team."
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