Alan Davis

Alan joined Mercer Advisors in April 2021, bringing with him a wealth of experience from his previous roles as an advisor at Epstein and White, Mission Federal, and SchoolsFirst Federal Credit Unions.

Alan is passionate about providing exceptional service and prides himself on addressing all his clients’ financial planning needs. He takes the time to understand each client’s unique financial situation and develops comprehensive solutions to enhance their current and future financial well-being.

With experience working with clients from diverse backgrounds and life stages, Alan is confident in his ability to make a positive impact and help them achieve Economic Freedom™.

Originally from Orange County, Alan graduated from Cal State Fullerton in 2000 with a Bachelor of Arts in Applied Mathematics. Alan resides in San Marcos with his wife and children. He cherishes spending quality time with his family and enjoys watching sports, particularly as a lifelong Lakers fan.

In his spare time, Alan also loves playing pick-up basketball with friends from his church.