Meet Fanny
Fanny is a Sr. Wealth Advisor based in the San Francisco Bay area. She joined Mercer Advisors in 2015. Prior, she served at AXA Advisors and Raymond James. She began her career in 2008 at Wells Fargo Advisors. Fanny earned a B.S. degree in Business Administration (Finance) from the University of California, Riverside. She is also a CERTIFIED FINANCIAL PLANNER® professional and holds a California Life & Health Insurance License.
Fanny’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, Fanny 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
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
Her working style
Fanny’s approach is rooted in trust, education, and strategic guidance. She is easygoing, adaptable, and a strong listener — focused on simplifying complex financial matters while keeping clients’ long-term goals in view. She aims to make the planning process feel clear, collaborative, and empowering.
Fanny in real life
What keeps you busy outside of work?
My two daughters, my love of eating and cooking, and living vicariously through travel blogs, until my suitcase gets back in the game.
Any words you try to live by?
“He who stops being better stops being good.”
Why do you like working at Mercer Advisors?
I love working at Mercer Advisors because it’s where smart strategy meets genuine care — and I get to help clients build wealth with purpose, not just numbers.
Meet Fanny’s Teammates
Elisha Sanchez
Client Development Associate
What Fanny Says
Elisha’s attention to detail and commitment to excellence make every client interaction smoother and more impactful.
Heather Curtis
Sr. Client Service Specialist
What Fanny Says
Heather’s ability to troubleshoot, adapt, and support our workflows has made a real difference in how smoothly we serve our clients.
Wendy Reeves
Relationship Manager
What Fanny Says
Wendy is our behind-the-scenes engine — always two steps ahead, keeping us organized, and somehow making the toughest tasks disappear in record time.
Ready to learn more?
Explore More
Understanding Your Portfolio’s Exposure to AI, Energy, and Real Estate
December 3, 2025
Are You Underinsured? Strengthen Your Coverage Before the New Year
December 3, 2025
AdvisorHub Next-Gen Advisors to Watch 2025: To be considered for the rankings, advisors must be under the age of 45. Advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record.
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.