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
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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
Matt Cook
Managing Director
Doug Fabian
Senior Vice President
Chris Jameson
Regional Vice President
Jeff Minc
Associate Wealth Advisor
Sydney Kirkes
Sr. Client Service Specialist
Ramsey Zreik
Client Service Specialist
Desiree Zreik
Senior Tax Advisor
Matthew Truckner
Tax Manager
Josette Hewitt
Tax Manager
Alan C. Hewitt
Client Advisor
Alan E. Hewitt
Client Advisor and Branch Manager