Colton Petty

Colton was drawn to financial planning and wealth management via his family experience − his uncle was the financial advisor for his parents. Through this relationship, Colton saw firsthand how impactful financial planning could be. Colton has been in the financial services industry since 2016, having joined Mercer Advisors in 2021. He received his Bachelors degree with an emphasis on Marketing from San Jose State University. After embarking on his career in financial services, he obtained his 66 license and is a CERTIFIED FINANCIAL PLANNERTM professional. He currently resides in Southern California and enjoys the beach, snowboarding and golf.