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Financial Advisors in Camarillo

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

805.987.4400
661.945.7572

SPEAK WITH A CAMARILLO ADVISOR


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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 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.

Financial Management to Help Maximize Wealth

Our Camarillo financial advisors specialize in helping individuals, families, foundations, endowments, 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 and 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 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:

  • Fire Protection Employees
  • Peace Officers
  • Professionals including Attorneys and Business owners
  • Health care Industry Executives
  • Retirees
  • Widows and Heirs
  • Divorcees

Meet Your Camarillo Team

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

Tax Advisor

Desiree Zreik

Tax Advisor

Gale Flores

Tax Advisor

Josette Hewitt

Tax Manager

Matthew Truckner

Senior Tax Advisor

News

Mercer Advisors Acquires AL Hewitt Inc.

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Talk to a Camarillo Financial Advisor