Meet Aaron
Aaron is a Sr. Vice President and Wealth Advisor based in San Francisco and Northern California. He joined Mercer Advisors in 2015 after working as a wealth advisor for another firm for four years. He began his wealth management career in 2006 as a financial planner. He finds motivation in guiding people toward long-term outcomes, not short-term results, by staying steady in volatile moments, and earning trust through consistent action over time.
Aaron is a CERTIFIED FINANCIAL PLANNER® professional and IRS Enrolled Agent. He earned a Bachelor of Business Administration degree in finance from Austin Peay State University, graduating cum laude. Aaron also served in the U.S. Army in counter intelligence with tours in Iraq and Kosovo.
His working style
Aaron focuses on what differentiates great advisors: genuinely caring about clients, staying highly focused on what matters, and maintaining consistent, proactive communication. He prioritizes deep client relationships over distractions, helping ensure clients feel supported, heard, and valued — not just serviced.
Aaron in real life
What keeps you busy outside of work?
My family keeps me busy.
Why do you like working at Mercer Advisors?
I believe Mercer Advisors has the best people, platform, and process to help clients with their financial worries and goals.
Any words you try to live by?
“Amor fati” — a Latin phrase that translates to “love of fate.”
Aaron’s snapshots
Meet Aaron’s Teammates
Andrew Beck
Sr. Vice President
What Aaron Says
Andrew and I guide people together on the path to Mercer Advisors.
Fanny Guo
Sr. Wealth Advisor
What Aaron Says
We started at Mercer Advisors on the same day. We have seen the company growing and expanding the service we give clients and share the skills that help clients take advantage of the resources.
Jojo Cresci
Partner
What Aaron Says
It takes a team to build a road map of success and Jojo has built a great team.
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