Financial Advisors in Santa Barbara, California

Located just off the volleyball courts on East Beach before the entrance to the Coast Village Road roundabout, our Santa Barbara office brings together 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, CA 93108

800.258.1559
Hours: 8AM – 5PM, Monday – Friday

Speak with a Santa Barbara Advisor


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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.

 

Solutions to Help Maximize Your Wealth

We 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 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

Jeff Katz

Jeff Katz

Regional Vice President

Doug Fabian

Doug Fabian

Executive Vice President

Matt Cook

Matt Cook

Client Advisor and Regional Director

Kelly Palmer

Kelly Palmer

Client Advisor

Yvonne Wood

Yvonne Wood

Client Advisor

Emi Umezawa

Emi Umezawa

Client Advisor

Jonathan Mitchell

Jonathan Mitchell

Client Advisor

Jeff Minc

Jeff Minc

Financial Planner

Justin Shane

Justin Shane

Financial Planner

Chanelle Van Pelt

Chanelle Van Pelt

Associate Planner

Sydney Kirkes

Sydney Kirkes

Senior Client Associate

Stefani Kohler

Stefani Kohler

Associate Planner

Adam Stanowick

Adam Stanowick

Client Associate

Lisa Hensley

Lisa Hensley

Client Associate

Alexandra Chambers

Alexandra Chambers

Estate Planning Attorney

Nicholas Ladaga

Nicholas Ladaga

Client Associate

Sarai Covell

Sarai Covell

Client Associate

Caitlin Smith

Caitlin Smith

Client Associate

Awards

News

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