Meet Tarek
Tarek is a Sr. Wealth Advisor based in Bellevue, Washington. Prior to joining Mercer Advisors in 2021, he worked as a Sr. Client Advisor for a local RIA. Tarek began his wealth management career in 1998. He holds a B.S. degree from the University of Washington, and is a CERTIFIED FINANCIAL PLANNER® professional. Tarek has developed expertise in comprehensive financial planning, including legacy planning, retirement strategies, and college planning. He is a member of the Financial Planning Association of Puget Sound.
Tarek’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, Tarek 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
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Microsoft and Amazon
His working style
Tarek enjoys helping clients toward succeeding in their goals and thriving through collaboration. His main focus is on high-net-worth families and individuals, helping them solve some of the complex financial puzzles within retirement planning, investments, taxes, and estate transfers.
Tarek in real life
Why do you like working at Mercer Advisors?
What I love about what we do at Mercer Advisors, is that we make the complex simple so that you don’t have to worry about money.
What keeps you busy outside of work?
My young children keep me busy. I’m also involved in music and snow sports.
What’s one thing you are surprisingly good at?
I’m good at home remodeling and renovation. I like seeing a vision come to life.
Tarek’s snapshots
Meet Tarek’s Teammates
Frances Smith
Principal
What Tarek Says
Frances is the glue that keeps our local team together. She brings a wealth of knowledge and support helping keep us on track and focused on the priorities of our clients.
Sharon Littell
Sr. Client Service Specialist
What Tarek Says
Sharon takes the time to get to know our clients and provides a great personal touch. She has a “can do” attitude and really cares about our clients.
Travis Poulos
Regional Vice President
What Tarek Says
Travis does a great job introducing clients to Mercer Advisors, and provides a calm confidence with explaining how we provide the white glove service and all work together as a team. This really helps make onboarding smooth and seamless.
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