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When can you enjoy everything you’ve worked for?

Welcome to a different kind of wealth management in Beverly Hills

We get you to think about money like you’ve never thought about it before

Has rolling up your sleeves, working hard, and building success always been part of your DNA? Then we believe Mercer Advisors is the wealth management firm for you.

Because we’re here to help you keep building on that success. But at the same time, we fundamentally believe there’s a point in life where the wealth-builder in you deserves to become the wealth-enjoyer of all you’ve attained.

We’re built differently

Because to us, helping you protect and grow your wealth is about much more than just your investment portfolio

Of course, a well-managed investment portfolio is the cornerstone to building wealth. And we strive to do that exceptionally well.
 
But if returns are your sole focus, those returns can quickly be offset by what happens in the other parts of your financial life. Like not preparing for major taxable events, having an incomplete estate plan, a retirement plan that’s on autopilot, or a less than ideal business succession strategy.
 
So, unlike most firms, we have expertise across financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. With specialists across each of these areas communicating with each other about you, and with you.

Put simply, we help oversee and connect all the dots of your financial life.

Meet our talented wealth advisors in the Beverly Hills area

They’re here to help you connect all your financial dots

Matt Cook

Managing Director

Matt Cook

Matt Cook

Managing Director

Matt started working at Mercer Advisors in 2002 and has been helping clients chart their financial future and make important decisions that affect all aspects of their wealth. As Managing Director for the Los Angeles and Central California region, he oversees 5 wealth management offices, serves on the Senior Leadership Team, and is an advisor to the firm's high net worth clients. Matt received his degree in Economics and Business from Westmont College. He is active in the local chapter of the Financial Planning Association, serves on the Board for the Page Youth Center, and is a volunteer for the local AYSO club. He lives in Santa Barbara with his wife and their three children.

Doug Fabian

Senior Vice President

Doug Fabian

Doug Fabian

Senior 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.

Eric Zehnder

Regional Vice President

Eric Zehnder

Eric Zehnder

Regional Vice President

Eric began his financial services career in 2002 at Thrivent Financial. There he realized his passion for helping to improve the lives of others, most specifically by educating clients through comprehensive wealth and holistic financial planning. After five years at Thrivent, Eric focused his efforts on understanding the discount brokerage and investment world via TD Ameritrade where he spent seven years as a top performing Financial Advisor and Branch Manager. Eric was sought out for his coaching and relationship building skills by Scottrade in 2013, where he served as a Regional Sales Manager. His territory consisted of 20 branches in Northern California where he oversaw 60 associates to new levels of success. Eric then joined First Foundation Advisors, in Orange County, CA, where he worked as a Managing Director in 2016. Eric is an avid golfer, enjoys hiking, traveling and is a sports fanatic. His vast experience and genuine desire to profoundly help people with their financial priorities led him to Mercer Advisors in early 2021 as an RVP. Eric received his undergraduate degree from University of Nebraska-Lincoln.

Jeff Katz

Regional Vice President

Jeff Katz

Jeff Katz

Regional Vice President

Jeff began his career in the financial services industry in 1979, serving institutional and high-net-worth clients. His past professional experiences include institutional securities sales, fixed income bond trading, and managing the institutional brokerage unit at Union Bank and UnionBanc Investment Services. Jeff graduated from the University of Illinois with a degree in Finance, earned his MBA from Pepperdine University, and holds the FINRA Series 65 License. He is the published author of “Investing in Money Market Securities”.

Nicholas Ladaga

Regional Sales Associate

Nicholas Ladaga

Nicholas Ladaga

Regional Sales Associate

Nicholas began his career in the financial services industry in 2019 and brings 10 years of sales, marketing, and customer services experience to the team. He was born and raised in Michigan and earned his bachelor’s degree from Oakland University. Nicholas focuses on elite customer service and works every day to make sure you reach your financial goals. In his free time, he enjoys playing sports, coaching basketball, and traveling. Nicholas holds the Series 65 License.

Alex Kimura

Sr. Wealth Advisor, Director

Alex Kimura

Alex Kimura

Sr. Wealth Advisor, Director

CFP®, AIF®, MBA

akimura@merceradvisors.com

Alex has been providing comprehensive wealth management services to high net worth clients since 1993. Prior to joining Mercer Advisors, he was a principal at Argosy Wealth Management. He started his career working in investment banking with Morgan Stanley. Alex received his undergraduate degree from Harvard University and an MBA from the UCLA Anderson School of Management. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Accredited Investment Fiduciary® designation.

Lorenzo Riley

Wealth Advisor

Lorenzo Riley

Lorenzo Riley

Wealth Advisor

Lorenzo began his wealth management career in 2011. Prior to joining Mercer Advisors, Lorenzo worked at Polaris Wealth Advisory Group, where he advised clients on financial planning matters such as retirement and income planning and tax-sensitive asset gifting strategies. Lorenzo graduated from North Dakota State University, where he earned his Bachelor of Arts degree in Communications. While attending North Dakota State University, Lorenzo played Division 1 basketball & football where he was a Summit League Conference champion and NCAA National Basketball Tournament participant. Lorenzo is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, Lorenzo enjoys playing sports, traveling, and spending time with his friends and family.

Rich Davtyan

Wealth Advisor

Rich Davtyan

Rich Davtyan

Wealth Advisor

Rich began his career in wealth management in 2014. Prior to joining Mercer Advisors, he worked at a major insurance company as a Financial Planner. Rich holds a Bachelor of Science degree in Finance from California State University, Northridge. He is also a CERTIFIED FINANCIAL PLANNER professional. Rich resides in Los Angeles and when not working likes to travel and enjoys riding his motorcycle.

Christina Hung

Wealth Advisor

Christina Hung

Christina Hung

Wealth Advisor

Christina began her wealth management career in 2012 as a Private Wealth Advisor for Goldman Sachs in Los Angeles. There, she advised ultra high-net worth individuals on matters relating to investment management, tax, trust and estate planning, and concentrated stock sale strategies. Prior to joining Mercer Advisors, Christina spent four years working as a client relationship manager for Argosy Wealth Management. Aside from managing client investment portfolios, she advised clients around financial planning matters such as retirement and income planning and tax-sensitive asset gifting strategies. Christina graduated from the University of California Los Angeles with a B.S. in Computer Science and with an MBA from the Anderson School of Management. She currently serves on the Board of Directors for the Friends of Greystone, a non-profit organization that restores and preserves the Doheny Greystone Estate in Beverly Hills. She speaks English, Mandarin and Spanish.

Michael W. Johns

Wealth Advisor

Michael W. Johns

Michael W. Johns

Wealth Advisor

Michael began his career in the financial services industry in 1998. Prior to joining Mercer Advisors, he was a financial consultant at TIAA, focused on improving his clients’ financial well-being and retirement readiness. He also held various positions assisting his clients to create comprehensive financial plans and recommending solutions to achieve their goals. He is a Los Angeles native who helps build sets for his daughter’s theater group, enjoys golfing, cooking and spending time with family in the San Fernando Valley. Michael graduated from San Diego State University with a Bachelor’s degree in Business Administration, Marketing. He holds his FINRA Series 66 License.

John Voralik

Associate Financial Planner

John Voralik

John Voralik

Associate Financial Planner

John began his career in financial services with a national broker-dealer and joined Mercer Advisors in 2022. He is passionate about helping successful professionals, entrepreneurs, and families create, preserve, and grow their wealth. John focuses on investment management, tax mitigation, wealth transfer, and charitable giving.

As a financial professional with an MBA from the UCLA Anderson School of Management, he also serves as Co-Trustee of the Voralik Family Trust and brings over 20 years of relationship management expertise from the entertainment industry. John received his Bachelor's degree from Westmont College in Economics & Business and holds the Series 66 and CA Insurance licenses. He and his wife live in Sierra Madre where he coaches their son's little league team and enjoys their many family adventures.

Danny Polyakov

Associate Financial Planner

Danny Polyakov

Danny Polyakov

Associate Financial Planner

Danny began his financial career in 2008 as a licensed representative for a registered broker dealer. Prior to joining Mercer Advisors in 2021, Danny climbed the ranks in the entertainment industry, focusing on client representation, marketing, and advertising, before returning to personal finance. At Mercer Advisors, Danny focuses on elite client service and aspires to help clients simplify the path to achieving their financial goals. He graduated from Claremont McKenna College with a degree in Economics & Film Studies and was a NCAA Division III champion. In his free time, he enjoys spending time with family and friends, staying physically active, traveling, and following LA sports teams. He speaks English and Russian. Danny lives in Westlake Village with his wife, their two children, and chocolate lab.

See our entire team

We’ll team you up

with one of our talented wealth advisors who’ll help you connect all your financial dots

We’ll touch base to discuss your individual needs so that we can connect you with a wealth advisor who’s right for you.


Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.