Talk to San Diego Financial Advisor
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