Talk to Santa Barbara Financial Advisor
Financial Advisors in Santa Barbara
Located just off the volleyball courts on East Beach before the entrance to the Coast Village Road roundabout, 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.
1801 East Cabrillo Blvd
Santa Barbara, California 93108
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About Us
Mercer Advisors has over 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 Santa Barbara 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 Santa Barbara financial advisors specialize in helping individuals, families, foundations, endowments, 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
- Donor advised funds & charitable trusts
- Education / college planning
- Cash flow / budget optimization
Meeting the Financial Needs of the Santa Barbara Community
The Santa Barbara office is the first Mercer Advisors office, opened in 1985. We have worked and lived in the community for over three decades and have continuously served clients throughout the Central Coast. Our clients include business owners, executives, individuals, and multi-generational families. This diverse nature of our client base means we have the expertise to manage complex financial issues. Whether we are serving clients, or actively participating in local organizations, we are committed to serving this Central Coast community in which we live and work. We currently volunteer and support the following local organizations:
- Page Youth Center
- Franklin School Reading Program
- Pierre Claeyssens Veterans Ball
- Santa Barbara County 4-H
- Goleta Valley Junior High School
- Dos Pueblos High School
Meet Your Santa Barbara Team
Steven Schneider
Client Service Specialist
Alec Schneider
Client Service Specialist
Matt Cook
Managing Director
Doug Fabian
Senior Vice President
Nicholas Ladaga
Regional Sales Associate
Kelly Palmer
Sr. Wealth Advisor
Yvonne Wood
Sr. Wealth Advisor
Emi Umezawa
Sr. Wealth Advisor
Jonathan Mitchell
Wealth Advisor
Jeff Minc
Financial Planner
Justin Shane
Wealth Advisor
Stefani Kohler
Financial Planner
Sydney Kirkes
Sr. Client Service Specialist
Sarai Covell
Sr. Client Service Specialist
Caitlin Smith
Client Service Specialist
Libby Dahlberg
Client Service Specialist
Josiah Taylor
Client Service Specialist
Alan Varnishung
Client Service Specialist