Dan Porter

Dan is a senior estate planning strategist at Mercer Advisors who collaborates with clients to help them achieve their estate planning and wealth transfer goals. He has experience assisting clients with estate and trust administration, charitable giving, and income tax planning.

Prior to joining Mercer Advisors, Dan was an attorney in the family wealth planning groups of two well-known San Francisco law firms, advising high-net-worth and ultra-high-net-worth individuals and families on implementing comprehensive estate and gift tax planning strategies to help achieve their wealth transfer and business succession goals in a tax-efficient manner.

He earned his bachelor’s degree from the University of California, Los Angeles, and his Juris Doctor from the University of San Francisco School of Law. Outside of work, Dan enjoys golfing and spending time with his wife and two young children.