Meet Mike
Mike is a Principal based in Walnut Creek, California. He joined Mercer Advisors in 2024, after serving as Investment Strategist for a local financial advisor. Mike began his career in 1994 and possesses a diverse professional background having worked for firms in San Francisco, Los Angeles, New York, and London. He earned dual B.S. degrees in business administration and accountancy from the University of Southern California, as well as a MBA degree from the Marshall School of Business at the University of Southern California. Additionally, Mike is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant, a Chartered Financial Analyst®, and a Certified Divorce Financial Analyst®.
Mike’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Mike has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Mike takes time to understand what matters most to clients — whether that’s financial independence, early retirement, or building generational wealth. His collaborative approach brings clients into the planning process, showing how small, thoughtful adjustments can create meaningful long‑term impact. Clients who value engagement, clarity, and shared decision‑making often find Mike to be a strong fit.
Mike in real life
Why do you like working at Mercer Advisors?
I value the focus on clients, teammates and giving back. Mercer Advisors has a long-term focus on serving clients with excellence, which is very important to me. In addition, we take a strong view on working with teammates to help them grow and be valued. In terms of giving back, we are empowered to engage with the local community to give back.
What keeps you busy outside of work?
I enjoy getting outside with my wife for hikes, dinner, or to see our twins who are attending Cal Poly San Luis Obispo.
What makes you tick?
I have been a lifelong learner, and have found that this is a great aspect of being an advisor since things are constantly evolving.
Mike’s snapshots
Meet Mike’s Teammates
Angela Piccioni
Client Service Specialist
What Mike Says
Angela and I work as a team with our clients. It’s important to have us working in tandem, day in and day out, to provide clients with white glove service.
Jojo Cresci
Partner
What Mike Says
Jojo has been instrumental in sharing knowledge, helping our team grow, and being supportive every step of the way.
Tim Kallas
Sr. Vice President
What Mike Says
Tim has a shared focus on doing what’s right for each and every client, which is incredibly important when embarking on a long-term relationship.
Jonah Shafer
Associate Wealth Advisor
What Mike Says
Jonah has a wealth of knowledge with his financial planning experience and never hesitates to help others in a proactive and positive manner.
Annie Gottbehuet
Managing Partner
What Mike Says
Annie provides incredible support and perspective for me to help deliver the best level of client success I can each and every day.
Articles by Mike
Options To Consider With Vesting Restricted Stock Units (RSUs)
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