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 PLANNER™ professionals, 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.

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

650.571.8888

Speak with a San Mateo Advisor


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Meet Your San Mateo Team

Andrew Beck

Andrew Beck

Regional Sales Associate

Marie Chao

Marie Chao

Client Advisor

Jojo Cresci

Jojo Cresci

Client Advisor

Fanny Guo

Fanny Guo

Client Advisor

Tim Kallas

Tim Kallas

Regional Vice President

Ben Kautz

Ben Kautz

Managing Director

Shishun Kryskalla

Shishun Kryskalla

Client Associate

Aaron Langston

Aaron Langston

Regional Vice President

Joseph Mah

Joseph Mah

Client Advisor and Branch Manager

Naeshia Mota

Naeshia Mota

Client Associate

Vijay C. Patel

Vijay C. Patel

Client Advisor

Gregory V. Taylor

Gregory V. Taylor

Regional Vice President

Talk to Us.