Financial Advisors in San Mateo

Our San Mateo 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.

Speak with a San Mateo Advisor

Meet Your San Mateo Team

Marie Chao

Client Advisor

Jojo Cresci

Financial Planner

Fanny Guo

Client Advisor

Tim Kallas

Regional Vice President

Ben Kautz

Managing Director

Shishun Kryskalla

Client Associate

Aaron Langston

Regional Vice President

Jaron Lee

Client Associate

Joseph Mah

Client Advisor and Branch Manager

Naeshia Mota

Client Associate

Vijay C. Patel

Client Advisor

Gregory V. Taylor

Regional Vice President

Talk to Us.

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