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Financial Advisors in San Mateo, California

Located in the heart of the Silicon Valley, minutes for downtown San Mateo, and with easy access via 101 and 280our San Mateo office brings together CERTIFIED FINANCIAL PLANNER™ professionals, 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

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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 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.

 

Solutions to Help Maximize Your 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 & non-profits
  • Stock options and equity compensation
  • Donor advised funds & charitable trusts
  • Education / college planning
  • Cash flow / budget optimization

 

Meeting the 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

Aaron Langston

Regional Vice President

Fanny Guo

Client Advisor

Gregory V. Taylor

Client Advisor

Jojo Cresci

Client Advisor

Shishun Kryskalla

Client Associate

Joseph Mah

Client Advisor and Branch Manager

Naeshia Mota

Client Associate

Vijay C. Patel

Client Advisor

Andrew Beck

Associate Regional Vice President

Tim Kallas

Regional Vice President

Marie Chao

Client Advisor

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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