Financial Advisors in Newport Beach

Our Newport Beach advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Speak with a Newport Beach Advisor

David Askew

Client Advisor

J.J. Boot

Client Associate

Yisen Cai

Client Advisor and Tax Advisor

Elizabeth B. deSousa

Client Advisor

Mark Doran

Senior Tax Director

Michael T. Doran

Client Associate

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Susan Evans

Client Associate

Kevin Jack

Client Advisor and Regional Director

David Kerber

Client Advisor and Branch Manager

Brandon Kurz

Financial Planner

Stephen I. Lee

Client Advisor

Laura Madariaga

Client Associate

Jeffrey Marchiorlatti

Regional Vice President

Bryan Powers

Regional Vice President

Denise Rhodey

Senior Client Associate

Tyler Smith

Client Advisor

Talk to Us.

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