Due to COVID-19, our physical offices are temporarily closed and employees are working remotely. We are still able to provide you with timely advice. If you would like to speak with an advisor please reach out via phone or online. For more information navigating these recent events, please visit our resource page.
Financial Advisors in Santa Barbara
Our Santa Barbara 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 Santa Barbara AdvisorMeet Your Santa Barbara Team
Chanelle Van Pelt
Associate Planner
Alexandra Chambers
Estate Planning Attorney
Matt Cook
Client Advisor and Regional Director
Sarai Covell
Client Associate
Doug Fabian
Executive Vice President
Lisa Hensley
Client Associate
Jeff Katz
Regional Vice President
Sydney Kirkes
Senior Client Associate
Stefani Kohler
Associate Planner
Nicholas Ladaga
Client Associate
Jeff Minc
Financial Planner
Jonathan Mitchell
Client Advisor
Kelly Palmer
Client Advisor
Justin Shane
Financial Planner
Adam Stanowick
Client Associate
Emi Umezawa
Client Advisor
Yvonne Wood
Client Advisor