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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

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

Talk to Beverly Hills Financial Advisors