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
Hours: 8AM – 5PM, Monday – Friday
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.
We specialize in helping individuals, families, foundations, endowments, and businesses with comprehensive wealth management services including:
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:
Chanelle Van Pelt
Estate Planning Attorney
Client Advisor and Regional Director
Executive Vice President
Regional Vice President
Senior Client Associate