Talk to a Camarillo Financial Advisor
Located in Camarillo, our office together with the entire Mercer Advisors team bring CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
4009 Mission Oaks Boulevard
Camarillo, California 93012
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 wealth advisor in Camarillo that best fits your needs. Our financial advisors strive to understand your financial situation and guide you on the path to help grow your wealth, attain Economic Freedom™, and succeed in your life journey.
Our Camarillo financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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 experience 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. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:
Chris Jameson
Regional Vice President
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
Ashlee Chu Hewitt
Senior Tax Advisor
Desiree Zreik
Senior Tax Advisor
Josette Hewitt
Tax Manager
Matthew Truckner
Tax Manager