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, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
Hours: 8 AM – 5 PM, Monday – Friday
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.
Financial Management to Help Maximize Wealth
Our San Diego financial advisors 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 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
Marc A. Normann
Regional Vice President