Financial Advisors in San Francisco

Our San Francisco advisors are committed to you, to our philosophy, and to ensuring our clients get the right strategy, plan, and attention according to their unique needs. Our team of wealth management experts, including Certified Financial Planners™, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency. At Mercer Advisors, our commitment is to you.

Andrew Beck

Regional Sales Associate

Jessica Caruso

Client Advisor and Branch Manager

Nancy Coumou

Client Advisor

Melanie Guhit

Financial Planner

Ben Kautz

Managing Director

Aaron Langston

Regional Vice President

Karen Lee

Chief Marketing and Strategy Officer

Gregory V. Taylor

Regional Vice President

David Ventura

Client Associate

Fred Xuereb

Client Associate

Talk to Us.

Thanks for visiting!

You are leaving the Mercer Global Advisors website and will be redirected to the Science of Economic Freedom (SOEF) website. SOEF is brought to you by Mercer Advisors Inc., the parent company of Mercer Global Advisors Inc., and is not involved with investment services. Mercer Global Advisors Inc. is an SEC-registered investment adviser headquartered in Denver, CO.

The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.