Financial Advisors in Walnut Creek, California
Located in the heart of the East Bay, minutes from downtown Walnut Creek, and with easy access via 680 and 24, our Walnut Creek office brings together CERTIFIED FINANCIAL PLANNER™ professionals, advisors, investment strategists, CPAs, and estate planning attorneys all under one roof to help you achieve your goals.
100 Pringle Avenue
Suite 320
Walnut Creek, California 94596
877.494.5123
Hours: 8 AM – 5 PM, Monday – Friday
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About Us
Mercer Advisors has more than 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 Walnut Creek 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 Walnut Creek 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 Walnut Creek Community
Our office serves clients who live and work in Walnut Creek and the surrounding areas including the San Francisco Bay Area, Sacramento, and Northern California. The diverse nature of our client base means we have the expertise to manage complex financial issues including equity compensation and highly concentrated positions, asset inheritance, divorce, or transitioning into retirement. Whether we are serving clients, or actively participating in local organizations, we are committed to serving the community in which we live and work.
Meet Your Walnut Creek Team
Ben Kautz
Managing Director
Tim Kallas
Regional Vice President
Veronica Rubio
Regional Vice President
Andrew Beck
Associate Regional Vice President
Aaron Langston
Wealth Advisor
Paola Ramos
Wealth Advisor
Phillip Swenson
Associate Wealth Advisor
Tanya Thomasson
Regional Operations Manager and Financial Planner
Elisha Sanchez
Lead Client Service Specialist
Jacob Gee
Client Service Specialist
Jeremy Moniz
Client Service Specialist
Lori Bodenhamer
Client Service Specialist
Awards
Gallery
2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.
2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.
Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).