Anthony Lugo

Hi. I’m Anthony Lugo, and for over twelve years, I’ve had the privilege of helping individuals and families make thoughtful and formative financial decisions across all aspects of their wealth. I’m a proud Bay Area native, now living in Mill Valley with my wife Julia and our dog Poppy. Outside of work, you’ll find us exploring the hills on our vintage motorcycles and cars, checking out the local farmers market, or spending the afternoon hiking, or as I like to call it, walking the golf course.

I’m the son of Mexican immigrants who came to this country with little more than grit and determination. Growing up, I saw the cost of poor financial advice, especially when that advice wasn’t given with the family’s best interests in mind.

In many ways, I became the family CFO at a young age, helping my parents with financial documents or translating calls for them.

That path eventually led me to become both a certified financial planner professional and a certified exit planning advisor. My role as family CFO continues, focusing on helping clients become better stewards of their wealth, whether that means navigating a major life milestone or preparing to sell or transition their business in a way that maximizes impact and legacy. I believe that a goal without a plan is just a wish. At Mercer Advisors, you have a family office sitting on your side of the table offering clear, objective, and actionable advice to help bring those goals to life. I look forward to connecting with you.