Meet Chris

Chris is a Wealth Advisor based in San Diego, California. He joined Mercer Advisors after he built and ran his own wealth management firm. Prior, Chris began his career in finance as an advisor at Singer Burke Zimmer & Kogan, LLC, a business management firm serving high-net-worth clients in the entertainment industry. His first career was as a Naval Aviator and Officer. He continues to serve as a Captain in the Naval Reserves. Chris earned a B.S. degree in political science from the U.S. Naval Academy. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant®, and Chartered Life Underwriter®. Chris has always cherished the role of being in service to others, whether flying to perform a water rescue, putting out fires, or providing financial advice.

Chris’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, Chris has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Support for business owners, from growth and succession to liquidity events and legacy planning
Helping dentists balance personal wealth goals with the demands of running a practice
Designing financial plans for artists and entertainers navigating complexity and career shifts
Providing clarity for military families navigating career transitions and financial complexity; specialize in helping aviators and veterans; experience with employees of American Airlines, Delta, and Southwest

His working style

Chris views himself as the “financial co-pilot” for all of his clients. He begins by focusing on the destination and then creates a robust financial flight plan to help clients achieve their goals. Chris savors the journey of helping his clients navigate the financial complexities of modern life with the same calm approach he honed over many years in the cockpit.

Chris in real life

What keeps you busy outside of work?

I enjoy getting outside at every opportunity. As a lifelong sailor, skier and cyclist, I am most happy when in motion.

What makes you tick?

I love to use my hands. You can find me building and fixing things on most weekends. I also love to build and weld custom bicycles as a trained bicycle fabricator.

Any words you try to live by?

“The mind adapts and converts any obstacle to its action into a means of achieving it. That which is an impediment to action is turned to advance action. The obstacle on the path becomes the way.” ~ Marcus Aurelius