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Financial Advisors in Costa Mesa

Located in the heart of Orange County, near the John Wayne Airport, 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.

151 Kalmus Drive
Suite H-7
Costa Mesa, California 92626

714.434.6900

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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 Costa Mesa 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 Costa Mesa financial advisors specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:

  • Retirement planning
  • Trusts and estate planning
  • Tax planning and return filing
  • Insurance analysis
  • Long term care / Medicare planning
  • Company retirement plans
  • Social security optimization
  • Tax efficient investing
  • Socially responsible investments
  • Foundations & non-profits
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the Costa Mesa Community and Beyond

Our Costa Mesa office serves clients who live and work in Orange County and across the country. The diverse nature of our client base means we have the expertise to manage a wide range of client needs including business succession planning for closely held businesses, legacy planning including philanthropic planning, tax planning including income and estate tax planning, concentrated stock positions, equity compensation for executives, asset inheritance, transition into retirement. We also help structure qualified and non-qualified retirement plans including plans for legal and medical practice owners.

  • Owners of Closely-Held Businesses
  • Medical Professionals
  • Professionals including Attorneys & Engineers
  • Corporate Executives
  • Health Care Industry Executives
  • Retirees
  • Widows & Heirs
  • Divorcees

Whether we are serving clients, or engaging with our families in the community, we are committed to serving our clients with excellence. We currently volunteer and support the following organizations:

  • Certified Financial Planner Board of Standards, Inc. – Practice Analysis Task Force
  • Premiere Christian Education Group
  • CommuniTyler
  • Oakridge Private School
  • Orange Lutheran High School

Meet Your Costa Mesa Team

Christopher J. Rogers

Senior Vice President, Client Portfolio Manager

Martha Kilfoy

Client Service Coordinator

Lesley Gran

Client Service Coordinator

Tessa Bonifacio

Portfolio Analyst

Jasmine Honda

Client Service Specialist

Roxanne Konieczka

Client Service Specialist

Pamela Brown

Client Service Specialist

James Shanton

Sr. Wealth Advisor

Eunice Kim

Associate Wealth Advisor

Tracy O. Jackson,

Sr. Wealth Advisor, Director

Joanna Hsu

Client Service Specialist

Rudolph Brandes

Sr. Wealth Advisor

Kevin Jack

Managing Director

Awards

News

Mercer Advisors Acquires Jackson Financial Management

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Talk to Costa Mesa Financial Advisor

Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.

Five Star Professional – For more information on the Five Star award and the research/selection methodology http://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf, go to fivestarprofessional.com. 2,320 Orange County area wealth managers were considered for the award; 152 (7 percent of candidates) were named 2020 Five Star Wealth Managers.