Meet Chris
Chris is a Wealth Advisor based in the Los Angeles, California area. He joined Mercer Advisors in 2025. Prior, he was a Financial Consultant at Fidelity Investments and E*TRADE. Chris began his financial services career at U.S. Bank in 2013. He is a CERTIFIED FINANCIAL PLANNER® professional and earned his B.A. degree in general studies from Southern New Hampshire University.
Chris’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, Chris has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- Switching careers while keeping your finances aligned and on track
His working style
Chris brings a calm, experienced approach to wealth advising, built on trust and transparency. He helps clients navigate major life changes with clarity and purpose, always focused on doing what’s right. If you want a values-driven advisor who makes the complex feel simple, Chris is a strong choice.
Chris in real life
What keeps you busy outside of work?
Outside of work I’m a devoted husband and father. My family and I love turning family outings into culinary adventures at new restaurants.
What makes you tick?
I grew up in a lower middle-income household where my dad raised four boys as a single parent. That upbringing taught me the value of the dollar and shaped my belief that financial planning isn’t just about numbers, it’s about creating clarity, building trust, and empowering others to live with purpose and reassurance.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because it aligns with my belief that financial planning should be deeply personal, transparent, and purpose-driven. Being part of a team that prioritizes fiduciary responsibility and long-term client relationships allows me to do meaningful work — helping people navigate life’s financial decisions with clarity and confidence.
Meet Chris’s Teammates
Lorenzo Riley
Wealth Advisor, Director
What Chris Says
Lorenzo leads with clarity and vision, creating a culture of accountability and excellence that directly elevates the quality of care we provide to our clients.
Danny Polyakov
Wealth Advisor
What Chris Says
Daniel is a thoughtful and collaborative advisor who consistently brings fresh insights and a steady presence to complex planning conversations.
Michael Van Boening
Sr. Manager, Financial Planning
What Chris Says
Michael brings deep technical expertise and a thoughtful planning mindset, helping translate complex strategies into clear, actionable steps that support our clients’ long-term goals.
Erin Wheatcraft
Client Service Manager, Wealth Path Group
What Chris Says
Erin leads with empathy and precision, creating a supportive environment that empowers our team to deliver thoughtful, high-quality solutions. I trust her completely.
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