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 PLANNER™ professionals, 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.

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

800.394.3894

Speak with a Newport Beach Advisor


Visit Us

Meet Your Newport Beach Team

Yisen Cai

Yisen Cai

Client Advisor

Kevin Jack

Kevin Jack

Client Advisor and Regional Director

Bryan Powers

Bryan Powers

Regional Vice President

Kara Duckworth

Kara Duckworth

Client Advisor and Managing Director of Client Experience

David Askew

David Askew

Client Advisor and Branch Manager

Elizabeth B. deSousa

Elizabeth B. deSousa

Client Advisor

Denise Rhodey

Denise Rhodey

Senior Client Associate

Laura Madariaga

Laura Madariaga

Client Associate

David Kerber

David Kerber

Client Advisor and Branch Manager

Mark Doran

Mark Doran

Senior Tax Director

Tyler Smith

Tyler Smith

Client Advisor

Susan Evans

Susan Evans

Client Associate

Jeffrey Marchiorlatti

Jeffrey Marchiorlatti

Regional Vice President

J.J. Boot

J.J. Boot

Client Associate

Erik W. Thurnher

Erik W. Thurnher

Client Advisor

Grace Chyun

Grace Chyun

Client Associate

Talk to Us.