Skip to main content

Financial Advisors in San Mateo, California

Located in the heart of the Silicon Valley, minutes from downtown San Mateo, and with easy access via 101 and 280our San Mateo 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.

1700 South El Camino Real
Suite 200
San Mateo, California 94402

650.571.8888
Hours: 8 AM – 5 PM, Monday – Friday

SPEAK WITH A SAN MATEO ADVISOR


Visit Us

Map to this location

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 Mateo 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 Mateo 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
  • Stock options and equity compensation
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the Financial Needs of the San Mateo Community

Our office serves individuals and families who live and work in San Mateo, across the Peninsula, and the Silicon Valley. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and benefits programs such as NSOs, ISOs, RSUs, PSUs, SSARs, and ESPPs. In addition, given the unique needs in the Bay Area housing market, we offer real estate planning and guidance. Clients have ongoing access to advisors, with regular meetings throughout the year, to answer any questions and provide guidance as needed.

Meet Your San Mateo Team

Ben Kautz

Managing Director

Tim Kallas

Regional Vice President

Veronica Rubio

Regional Vice President

Andrew Beck

Associate Regional Vice President

Joseph Mah

Wealth Advisor

Aaron Langston

Wealth Advisor

Fanny Guo

Wealth Advisor

Jojo Cresci

Wealth Advisor

Shishun Kryskalla

Client Service Specialist

Naeshia Mota

Client Service Specialist

Awards

News

New Legislation Impacts Retirement Planning

Read More

Mercer Advisors Takes ESG to a New Level

Read More

Mercer Boosts Female Leadership with New Hire

Read More

Mercer Advisors Acquires Bay Area RIA Dragon Financial Group

Read More

Talk to San Mateo Financial Advisor