Meet Alex
Alex is a Sr. Wealth Advisor based in San Francisco, California. He joined Mercer Advisors in 2024. Previously, he served at Wealth Enhancement Group and Equius Partners. He began his wealth management career in 2007 after a career as an engineer in big tech where he discovered a hidden passion for helping colleagues navigate employee compensation plans and personal financial planning situations. In his role, he helps organize and lead the deployment of Mercer Advisors services for the benefit of ultra-high-net-worth individuals and families. Alex is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst® charter holder, and a Certified Exit Planning Advisor®. Alex is also a member of executive coaching organization Vistage Worldwide. He earned his B.A.S. degree in mechanical engineering at the University of Waterloo.
Alex’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Alex has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
His working style
Alex is known for his friendly demeanor and ability to describe complex financial considerations in a way that empowers his clients to make informed decisions. Alex’s background as an engineer and project manager makes him uniquely skilled at leveraging his Mercer Advisors team to identify financial opportunities on behalf of his clients.
Alex in real life
What keeps you busy outside of work?
Raising three children keeps me busy!
What’s one thing you are surprisingly good at?
I’m good at pickleball.
Why do you like working at Mercer Advisors?
Fiduciary duty and innovation are the foundations of Mercer Advisors and its people. This is an exciting place to work and it feels good working for a company that really loves its clients.
Ready to learn more?
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