Meet Alex
Alex is a Manager and Financial Planner based in Newport Beach, California. She joined Mercer Advisors in 2022 after being in the Business Honors Program at California State University- Fullerton’s Mihaylo College of Business and Economics where she earned a BBA degree with a concentration in finance. Alex was a member of the California State University-Fullerston winning team of the local CFA Institute Research Challenge in 2022. She is a CERTIFIED FINANCIAL PLANNER® professional.
Her working style
Alex brings a calm, structured, and thoughtful approach to financial planning, emphasizing clarity and collaboration in every client engagement. She excels at translating complex strategies into clear, actionable guidance while keeping a close eye on key details. Known for her steady communication style, she fosters open dialogue and helps ensure clients feel informed and supported throughout the planning process. Alex thrives in partnerships built on transparency, shared problem‑solving, and a commitment to long‑term success.
Alex in real life
How do you give back?
I am deeply committed to giving back to the community and expanding access to the financial planning profession. Inspired by my own experience growing up without clear pathways into the industry, I am passionate about helping the next generation build the confidence and skills I once sought for myself. I mentor future financial advisors through the California State University, Fullerton Personal Financial Planning program and support the development of emerging talent by helping train Mercer Advisors financial planning interns when applicable.
Any words you try to live by?
I embrace the philosophy of being a “jack of all trades, master of none — but often better than a master of one,” seeing it as a strength in my work and my life.
What keeps you busy outside of work?
Outside of work, I stay grounded by spending time with the people — and pups — who mean the most to me. I love playing with my dogs, unwinding on the soccer field, and carving out quality time with friends.
Meet Alex’s Teammates
Chanelle Van Pelt
Wealth Strategist
What Alex Says
Chanelle helps me turn strategy into action by walking through scenarios with me and offering realistic, experience‑driven guidance. Together, we blend thoughtful planning with practical implementation to help deliver clear, confident, and impactful outcomes for our clients.
Adam Stanowick
Director, Financial Planning
What Alex Says
Adam consistently offers proactive guidance, sharing thoughtful suggestions and serving as a steady pillar of support whenever I’m navigating complex or evolving situations. His enthusiasm brings energy and curiosity to every interaction, sparking my interest and keeping me motivated.
Lindsay Stuart
Manager, Sr. Financial Planner
What Alex Says
Lindsay is a strong and adaptable planner who brings genuine companionship and partnership to our work in the field. Her knowledge and expertise enrich my day‑to‑day experience and continually strengthen the way we support our clients together.
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