Meet Phil
Phil is a Sr. Wealth Advisor based in Walnut Creek, California. He joined Mercer Advisors in 2019. Phil began his career in wealth management in 2015, working for a registered investment advisory firm in Fremont, California, and developing broad knowledge of investment management and financial planning. Concurrent with that, he completed the Personal Financial Planning program at the University of California, Berkeley before becoming a CERTIFIED FINANCIAL PLANNING® professional. As a Wealth Advisor, Phillip leverages his experience in education, having taught English as a second language in Europe and Asia – his first career after earning a B.A. degree from Western Washington University in 2006.
Phil’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, Phil has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
- For women breadwinners, financial strategies to support their families and long-term goals
His working style
Phil focuses on taking the time to understand the needs and perspectives of his clients and their family members. He prides himself on engaging everyone involved in a discussion. He speaks plainly about financial questions and will offer his opinion, but tries to be a trusted guide to help others make their own decisions.
Phil in real life
Favorite thing about where you live?
In Berkeley and Oakland, my wife and I love the restaurant and cafe scene, as well the arts around the Bay Area.
What makes you tick?
I like being outdoors, be that on my bike or trekking in the mountains, even if it’s just the Oakland hills.
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because of the culture of collegial respect for each other and care that’s felt for our clients.
Phil’s snapshots
Meet Phil’s Teammates
Melody Manzanedo
Manager, Client Service
What Phil Says
Melody carves time out of her day to help me focus on my clients’ needs. She’s an example of the positive team culture we have.
Mike Gandy
Principal
What Phil Says
Mike’s office door is always open to bounce ideas back and forth. As important as is his expertise, he brings a passion to what we can do to help clients.
Jacob Gee
Sr. Wealth Advisor
What Phil Says
Jacob is great to collaborate with. He takes care of clients with the utmost competency.
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