Financial Advisors in Beverly Hills, CA
Our advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts including, Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.
6310 South San Vicente Boulevard
Suite 404
Los Angeles, California 90048
424.212.4949
Hours: 8AM – 5PM, Monday – Friday
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Meet Your Beverly Hills Team
Jeff Katz
Regional Vice President
Matt Cook
Managing Director
Robert Toomire
Regional Vice President
Federico Avendano
Client Associate
Brittany Doyle
Client Service Manager
Jinky Knoob
Client Associate
Christina Hung
Client Advisor
Rich Davtyan
Client Advisor
Kyle Ray
Client Advisor
Alex Kimura
Client Advisor and Branch Manager
Michael Karon
Client Advisor and Branch Manager