Meet Christina
Christina is a Sr. Wealth Advisor based in Walnut Creek, California. She joined Mercer Advisors after serving as Sr. Vice President and Executive Partner at Destination Wealth Management for 12 years. Christina is a CERTIFIED FINANCIAL PLANNER® professional. She earned a B.A. degree in economic administration from the University of California at Riverside. Christina finds motivation in helping clients achieve their financial goals, whether it is to plan for retirement or protect and grow their assets for generations to come.
Christina’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, Christina has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
Her working style
Christina is known for her positive attitude and the care and concern she puts into understand your situation. She aims to simplify complex decisions, and she loves building long-term relationships based on trust, transparency, and meeting your expectations. If you value collaboration and consistency, Christina is a good fit for you.
Christina in real life
What keeps you busy outside of work?
My kids, a daughter and a son.
Favorite thing about where you live?
The Walnut Creek area is a friendly community with great schools and nice parks and trails.
Why do you like working at Mercer Advisors?
I appreciate the culture of sharing knowledge, helping others, and committing to serving clients the best we can.
Christina’s snapshots
Meet Christina’s Teammates
Leigh Shimamoto
Sr. Wealth Advisor
What Christina Says
Leigh is great at seeing the big picture. She helps align the client’s plan with what matters most to the client. Her enthusiasm and positive attitude are wonderful to be around.
Austin Jamati
Financial Planner
What Christina Says
Austin is detailed and a knowledgeable resource when it comes to constructing a comprehensive client financial plan. Whether it’s modeling scenarios or stress testing the client’s portfolio, he brings clarity and confidence that helps keep our plans on track.
Mike Gandy
Principal
What Christina Says
Mike has an upbeat energy that is contagious. He turns strategy into action and helps the team focus on what has to be done.
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