Talk to Newport Beach Financial Advisors
Financial Advisors in Newport Beach
Located in Newport Center, adjacent to Fashion Island, 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.
620 Newport Center Drive
Suite 1030
Newport Beach, California 92660
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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 Newport Beach that best fits your needs. Our wealth advisors will take the time to fully understand your financial situation and goals 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 Newport Beach 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 Southern California Community
Our family office serves clients who live and work in Orange County and the surrounding areas. The diverse nature of our client base means we have the expertise to manage complex financial issues including business succession planning, equity compensation, highly concentrated positions, asset inheritance, divorce, and transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work. We currently support the following local organizations:
- UC Irvine Paul Merage School of Business Center for Investment and Wealth Management
- LIFEvest
- KidWorks
- Align International
- Children’s Hospital Orange County
- HOAG Hospital
- Scouts of Orange County
- WISE
- Newport Bay Conservancy
- Vista Verde Foundation
- Servite High School
- Certified Financial Planner Board of Standards, Inc. – Practice Analysis Task Force
- Premiere Christian Education Group
- CommuniTyler
- Oakridge Private School
- Orange Lutheran High School
Our team is able to assist clients in multiple languages including Spanish, Mandarin, and Dutch.
Meet Your Newport Beach Team
Kevin Jack
Managing Director
Jeffrey Marchiorlatti
Regional Vice President
Lisa Goodman
Regional Vice President
J.J. Boot
Associate Regional Vice President
David Askew
Sr. Wealth Advisor, Director
Tracy O. Jackson
Sr. Wealth Advisor, Director
Rudolph Brandes
Sr. Wealth Advisor
James Shanton
Sr. Wealth Advisor
Erik W. Thurnher
Sr. Wealth Advisor
Christina Hung
Wealth Advisor
Ignatius D’Anna
Wealth Advisor
Tyler Smith
Wealth Advisor
Eunice Kim
Associate Wealth Advisor
Luc Ceci
Associate Wealth Advisor
Colton Petty
Financial Planner
Sloan Petereit
Associate Financial Planner
Susan Evans
Associate Financial Planner
Denise Rhodey
Lead Client Service Specialist
Laura Madariaga
Lead Client Service Specialist
Alexandra Mendoza
Client Service Specialist
Jasmine Honda
Client Service Specialist
Blanca Ceja
Client Service Specialist
Joanna Geier
Client Service Specialist
Pamela Brown
Client Service Specialist
Roxanne Konieczka
Client Service Specialist
Grace Chyun
Client Service Specialist
Martha Kilfoy
Client Service Coordinator
Lesley Gran
Client Service Coordinator