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The 7 Most Common Wealth Management Mistakes

Please join your Mercer Advisors team for the 7 Most Common Wealth Management Mistakes.

Date: Thursday, May 23, 2019

Location: SeaVenture Beach Hotel & Restaurant: 100 Ocean View Ave, Pismo Beach, CA 93449

Click here for directions

Time: 11:30 am – 2:00 pm

Parking: Covered self-parking will be available at the hotel.

Lunch, beer, and wine will be served.

Please RSVP by May 16th.

Please contact Sheryl Berkowitz at [email protected] or 877.642.5224 with any questions you may have.

The Mercer Advisors Santa Barbara team looks forward to seeing you there!

Please RSVP by May 16th

Doug Fabian

EXECUTIVE VICE PRESIDENT

Doug began his career in 1979 as a market analyst for the Telephone Switch Newsletter. He spent 17 years speaking to investors about the issues that mattered most to them on his financial talk radio show. Before joining Mercer Advisors, Doug was president of Fabian Wealth Strategies, a Registered Investment Advisor specializing in exchange-traded funds (ETFs). He speaks nationally at financial seminars and produces a weekly podcast, is a contributing writer for the Wall Street Journal, the Los Angeles Times, and Investor’s Business Daily, and has appeared regularly as a guest on CNBC and Fox Business Network. Doug graduated from Goldenwest College and holds the FINRA Series 65 license

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