Danny Polyakov

CFP®, EA
Wealth Advisor

Financial data is essential to building a financial roadmap, but the motivation, discipline, and accountability to help accomplish your goals is where value is derived.

Meet Danny

Show Transcript

Danny is a Wealth Advisor based in the Los Angeles, California area. He joined Mercer Advisors in 2021. Danny is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent. He is also a member of the Financial Planning Association. Prior to joining Mercer Advisors, Danny climbed the ranks of the entertainment industry. He earned a degree in economics and film studies from Claremont McKenna College.

Danny’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, Danny has focused experience in these areas:

His working style

Danny connects with clients on a personal level and approaches each relationship as a trusted partnership. He collaborates closely with clients to help organize and optimize their financial lives, building a thoughtful financial journey toward their goals. Danny encourages clients to include him in their financial decisions so they can strategize together, offering reassurance that they can have an objective, steady partner by their side.

Danny in real life

What keeps you busy outside of work?

Most of my free time is spent with my wife and two kids, exploring their interests and introducing them to ours. I love staying active in tennis, swimming, golf, and snowboarding. I equally enjoy a casual meal out and watching sports (hockey, football, tennis) or playing games with friends and family.

What makes you tick?

Being a trusted and objective confidant for the people around me has provided genuine purpose in all aspects of my life. Being present for my family, friends, colleagues, and clients allows me to be intentional in what I do and the examples I set for my kids.

Any words you try to live by?

Say what you mean and mean what you say.

Danny’s snapshots

Meet Danny’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Danny counts on — and how they work together to support you.
Brittany Doyle

Brittany Doyle

Director, Client Service

What Danny Says

Brittany makes sure that our team is always focused on the execution and improvement of our client service and the client experience. She brings expertise and operational insight that helps ensure we are efficiently and effectively delivering on our promise to clients, so they don’t have to worry about money.

Rich Davtyan

Rich Davtyan

Principal

What Danny Says

Rich is someone who has always led by example. While detailed and objective, his superpower is his ability to distill an analytically complicated scenario into a casual conversation by asking the right questions. He focuses on the goal and works backwards.

Saman Bigharaz

Saman Bigharaz

Regional Vice President

What Danny Says

Sam’s focus is developing client relationships to enable us to help as many families as possible. By building a strong rapport with prospective clients, he consistently identifies the best-fit advisor for the client. He helps ensure that, from the beginning, the client receives the experience they deserve and the partnership has a strong foundation for long-term success.

Articles by Danny

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