Ken Bobadilla

Ken joined Mercer Advisors in April 2021 as a wealth advisor through the acquisition of Epstein & White in San Diego, California, where he had served for 10 years. With a career in the financial services industry that began in 1999, Ken brings a wealth of experience, including owning a business for 15 years and working in estate planning with Mass Mutual for 13 years.

He holds the FINRA Series 65 license and is licensed in California to sell health and life insurance. Ken is passionate about helping clients plan for their future and retirement. He excels at making the often complex aspects of finance easy to understand. Specializing in small business and estate planning, as well as family estate mediation, Ken leverages his experience as a former business owner to relate to the real-life challenges faced by business owners every day.

His strong technical background in estate planning enables him to guide clients on the right path in their personal estate planning. Ken studied physics and chemistry at San Diego State University but left to open and operate multiple boating businesses in San Diego.

Inspired by his wife, who works in the financial services industry, Ken transitioned into this field, allowing him to spend more time with his family. When not working, Ken enjoys golfing or sailing. He has a background in professional sailboat racing.