Financial Advisors in Camarillo, California
Located in Camarillo, our office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, EA’s, and estate planning attorneys all under one roof to help you achieve your goals.
4009 Mission Oaks Boulevard
Camarillo, California 93012
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About Us
Mercer Advisors has over 35 years of experience in financial planning and wealth management services, spanning investment management, retirement planning, estate planning, corporate trusts, tax planning and preparation, and more. We’ll match you with a financial advisor in Camarillo that best fits your needs. Our wealth advisors strive to understand your financial situation and guide you on the path to grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Financial Management to Help Maximize Wealth
Our Camarillo Financial advisors specialize in helping individuals, families, and businesses with comprehensive wealth management services including:
- Retirement Planning and Deferred compensation Management
- Trusts and Estate Planning
- Deferred Retirement Option Plan (DROP) Strategies and Exit Planning
- Tax Planning and Tax return filing
- Long term care / Medicare Planning
- Company Retirement Plans
- Social Security Optimization
- Tax Efficient Investing
- Socially Responsible Investments
- Donor Advised Funds & Charitable Trusts
- Education / College planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Public Safety Community and Beyond
Our Ventura County office serves clients who live and work in California and across the country. The specialized needs of our client base means we have the expertise to manage a wide range of client needs including tax planning, estate planning, asset management, inheritance, transition into retirement, offering comprehensive wealth management for public safety employees and providing a variety of financial planning services including management of deferred compensation plans.
- Fire Protection Employees
- Peace Officers
- Professionals including Attorneys & Business owners
- Health care Industry Executives
- Retirees
- Widows & Heirs
- Divorcees
Meet Your Camarillo Team
Matt Cook
Managing Director
Doug Fabian
Senior Vice President
Alan E. Hewitt
Client Advisor and Branch Manager
Alan C. Hewitt
Client Advisor
Jeff Minc
Financial Planner
Sydney Kirkes
Sr. Client Service Specialist
Ramsey Zreik
Client Service Specialist
Josette Hewitt
Tax Manager
Ashlee Chu Hewitt
Tax Advisor
Gale Flores
Tax Advisor
Matthew Truckner
Senior Tax Advisor
Desiree Zreik
Tax Advisor