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Financial Advisors in San Diego, California

Located in UTC/La Jolla, we are equally accessible from the 5 and 805 freeways for North County, East County, and downtown residents. Our San Diego office brings together CERTIFIED FINANCIAL PLANNER™ professionals, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.

9171 Towne Centre Drive
Suite 250
San Diego, California 92122

800.926.1681
Hours: 8 AM – 5 PM, Monday – Friday

SPEAK WITH A SAN DIEGO ADVISOR


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About Us

Mercer Advisors has more than 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 San Diego 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.

 

Solutions to Help Maximize Your Wealth

We specialize in helping individuals, families, 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 Needs of San Diego Residents

Our office serves clients who live and work in San Diego County and the surrounding areas. The diverse nature of our client base means we have the expertise to manage a wide range of client needs. Beyond our investment solutions, we offer financial planning across a wide spectrum of potentially complex financial issues. These include retirement plan structure for small business and medical and dental practice owners, concentrated stock positions, tax planning, inheritance, legacy planning, business succession planning, or transition planning into retirement. Whether we are serving clients, or engaging with our families in the community, we are committed to serving the San Diego community with excellence.

Meet Your San Diego Team

Kevin Jack

Managing Director

Marc A. Normann

Regional Vice President

Brandon Wissinger

Client Advisor

Justin Do

Associate Planner

Kseniya Ribeiro

Client Associate

Tyler Smith

Client Advisor

Awards

News

New Legislation Impacts Retirement Planning

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Mercer Advisors Takes ESG to a New Level

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Mercer Boosts Female Leadership with New Hire

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