Financial Advisors in Westlake Village
Located in the heart of Westlake Village’s financial district, 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.
250 North Westlake Boulevard
Suite 250
Westlake Village, California 91362
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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 Westlake Village that best fits your needs. Our wealth advisors strive to understand your financial situation 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 Westlake Village 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 Westlake Village Community
Our office serves clients who live and work in Westlake Village and the surrounding areas. Whether it’s socially responsible investing, the complexity of executive compensation and equity plans, or retirement and tax strategy, our team focuses on what is important to our clients lives and the goals they want to achieve. With the many twists and turns our lives take, having families, changing jobs, becoming single, our advisors can ensure you are always on track to achieve Economic Freedom. We are active participants in the community where we live and work and are currently supporting the following local organizations and events:
- UCLA
- Special Olympics Southern California
- Union Rescue Mission
Meet Your Westlake Village Team
Matt Cook
Managing Director
Doug Fabian
Senior Vice President
Jeff Katz
Regional Vice President
Chris Jameson
Regional Vice President
Eric Zehnder
Regional Vice President
Nicholas Ladaga
Regional Sales Associate
Alex Kimura
Sr. Wealth Advisor, Director
Christina Hung
Wealth Advisor
Rich Davtyan
Wealth Advisor
Michael W. Johns
Wealth Advisor
Danny Polyakov
Associate Financial Planner
Brittany Doyle
Regional Service Manager
Emelyne Seh
Sr. Client Service Specialist
Jinky Knoob
Client Service Specialist
