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Financial Advisors in San Francisco, California

Located in the financial district of San Francisco, 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.

235 Montgomery Street
Suite 1020
San Francisco, California 94104

415.501.9192

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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 Francisco that best fits your needs. Our wealth advisors strive to understand your financial situation 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

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 and non-profits
  • Donor advised funds and charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the San Francisco Community

Our office serves clients who live and work in San Francisco and the surrounding areas. From individuals and families, to small business owners and those in the medical and dental fields, the diverse nature of our client base means we have the experience to manage complex financial issues. This includes equity compensation and highly concentrated positions, as well as tax planning for executives. In addition, our all-female advisor workforce has helped women in various life stages manage and build their wealth to achieve Economic Freedom™.

Meet Your San Francisco Team

Ben Kautz

Managing Director

Tim Kallas

Regional Vice President

Veronica Rubio

Regional Vice President

Andrew Beck

Associate Regional Vice President

Fred Xuereb

Regional Sales Associate

Jessica Caruso

Wealth Advisor, Sr. Director

Aaron Langston

Wealth Advisor

Nancy Coumou

Wealth Advisor

Maunsel Hickey

Wealth Advisor

Lonnie Dorn

Client Advisor

Melanie Guhit

Wealth Advisor

David Ventura

Associate Financial Planner

Kevin Jimeno

Client Service Specialist

Kelly Woodward

Client Service Specialist

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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Mercer acquires $554 million RIA ClearRock Capital

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Talk to San Francisco Financial Advisor

Thrive Awards – To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.

2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.

2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.