Meet Mike
Mike is a Sr. Wealth Advisor based in Los Angeles, California. He joined Mercer Advisors in 2018 after serving at TIAA-CREF for six years where he focused on improving his clients’ economic well-being and retirement readiness. Mike has experience working with corporate trustees and third-party fiduciaries and has worked extensively with retirement plan administrators, including CalPERS and TIAA. Mike began his career with Merrill Lynch in 1998. He is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in business administration with an emphasis in marketing from San Diego State University.
Mike’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, Mike 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
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
His working style
Mike collaborates with clients and their families to develop and implement customized financial plans to help achieve their financial goals. Mike is known for his patient, heart-of-a-teacher approach to working with clients.
Mike in real life
What keeps you busy outside of work?
I spend a lot of time with my family locally and across the country. I enjoy cooking and sitting down to a meal with family and friends. When I have a chance, I enjoy playing golf and catching a Dodgers or college football game.
How do you give back?
I currently volunteer at Walt’s Barn with the Carolwood Foundation, and help build sets with the backstage crew at Metropolitan Educational Theatre Network (MET2).
Why do you like working at Mercer Advisors?
Mercer Advisors is a special place to work, and I wish we found each other earlier in my career. The firm gives me the ability to focus on serving my clients and doing what is in their best interest. The team of specialists, services, and tools at Mercer Advisors allow me to provide white glove service to my clients.
Mike’s snapshots
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Mike’s Teammates
Arevik Manukyan
Manager, Client Service
What Mike Says
Arevik keeps me and my clients on track. She is integral in implementing strategies for our team. She does it with a positive can-do attitude.
Matt Cook
Managing Partner
What Mike Says
Matt is always there to help me serve clients with excellence. His extensive experience at Mercer Advisors and optimistic outlook make him an invaluable resource for my clients and me. Matt’s mentorship since I arrived at Mercer Advisors has been priceless.
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