Meet Chris
Chris is a Wealth Advisor based in San Diego, California. He joined Mercer Advisors in 2023, after serving as Investment Associate at Fiduciary Trust International in Radnor, Pennsylvania. Chris began his financial services career in 2018. He is passionate about building strong relationships and takes pride in helping clients navigate complex financial decisions with confidence. Chris is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst®. He holds a dual degree in finance and marketing from the University of South Carolina.
Chris’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, Chris 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
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
Chris focuses his relationships on clear, frequent communication and makes sure clients feel informed and supported. He takes a hands-on and collaborative approach, working side-by-side with clients to solve problems, explore options, and find the right path forward. Chris makes a point to leverage the full team and all available resources Mercer Advisors offers so his clients can have the best experience possible.
Chris in real life
What keeps you busy outside of work?
Outside of work, I stay active through hobbies that include surfing, boxing, and hiking. To unwind, I enjoy cheering on my hometown Philadelphia sports teams.
Favorite thing about where you live?
My wife and I feel fortunate to have moved to San Diego in 2023. The people, weather, and natural beauty of the area make me grateful to be part of such a unique city.
Why do you like working at Mercer Advisors?
I don’t pretend to know everything, and I’m always working to grow as an advisor. What I love about Mercer Advisors is having a deep bench of resources and subject-matter specialists to lean on, so together can deliver the best outcomes for our clients.
Chris’s snapshots
Meet Chris’s Teammates
Kailen Huffman
Sr. Client Service Specialist
What Chris Says
Kailen brings a passion for client service excellence, and her support across all facets of operations is crucial to our team delivering the right outcomes for our clients. Her impact is felt by clients every day.
Jacob Lynch
Wealth Strategist
What Chris Says
Jacob’s knowledge of our financial planning tools is essential to creating plans that help our clients to make clear, well-informed decisions. Teammates like Jacob allow us to navigate complex financial situations with confidence.
Tamara Ballensky
Tax Manager
What Chris Says
Tamara’s deep knowledge and experience across all tax matters is extremely valuable. We’re fortunate to have someone with her expertise on the team.
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