Meet David
David is a Sr. Estate Planning Strategist who joined Mercer Advisors in 2026, bringing 30 years of experience, including being an attorney and owner of Heritage Legal Alliance and the Law Office of David Money for more than 10 years. He earned a juris doctor from McGeorge School of Law, University of the Pacific, and a Master of Laws from Golden Gate University. David focuses on estate planning strategies for the clients he serves, drawing from a deep background. He is dedicated to helping families design and implement estate plans that fit their distinct needs and protect their loved ones.
His working style
David enjoys listening to clients’ stories to identify their estate planning goals and priorities and then crafting tailored solutions. He focuses on building long-term relationships with clients, taking the time to understand each person’s distinct goals and circumstances. David approaches every client relationship with patience, empathy, and a commitment to clear communication.
David in real life
What keeps you busy outside of work?
I enjoy spending most of my free time with family and friends. One of my favorite things to do outside of work is to ride my horses.
What makes you tick?
I grew up in a small town in California, where my parents demonstrated the importance of serving and helping others. I strive to continue their example both personally and professionally.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of the team of incredibly talented people who are passionate about serving and helping clients. It’s encouraging to find a group of people who strive to inform clients of their financial and planning options and then walk them through the process to help accomplish their goals.
David’s snapshots
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