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Financial Advisors in San Diego

Located in Scripps Ranch in San Diego, we are equally accessible from the 5 and 805 freeways for North County, East County, and downtown residents. 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.

9740 Appaloosa Road
Suite 150
San Diego, California 92131



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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 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.


Financial Management to Help Maximize Wealth

Our San Diego 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 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

Lisa Goodman

Regional Vice President

Dionisio Meneses

Associate Advisor

Jonah Tinajero

Associate Advisor

Kevin Jack

Managing Director

Marc A. Normann

Regional Vice President

Susy Gibo

Senior Regional Sales Associate

Brad White

Sr. Wealth Advisor, Director

Sean O’Connor

Wealth Advisor

Schane Goheen

Wealth Advisor

Brandon Wissinger

Wealth Advisor

Tyler Smith

Wealth Advisor

Wendy Murphy

Client Service Specialist

Alan Davis

Associate Wealth Advisor

Stephanie White

Client Service Coordinator

Sandee Mapp

Wealth Advisor

Raphael Aziz

Associate Wealth Advisor

Brennan Wehrle

Client Services Specialist

Brian Jellig

Wealth Advisor

Erica Luchetti

Client Service Specialist

Garrett Cauley

Insurance Advisor

Ken Bobadilla

Wealth Advisor

Micah Cummins

Wealth Advisor

Pat Wynne

Associate Wealth Advisor

Patrick Comer

Wealth Advisor



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