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
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