David Askew

David is a managing director for Mercer Advisors overseeing the Southern California advisory teams and a senior wealth advisor in the Regis Group, working with ultra-high-net-worth clients. He strives to deliver relief and confidence to individuals and families by educating clients on the complexity of financial planning and creating simplicity in their busy lives.

David has more than two decades of experience working with complex finances. He is a CERTIFIED FINANCIAL PLANNER® Professional. He holds the Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst®, Accredited Estate Planner®, and Financial Behavior Specialist® designations.

David earned his MBA with an emphasis in financial psychology and behavioral finance from Creighton University and has a master’s degree in financial planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in business administration at Chapman University.

David is also an adjunct professor at California State University-Fullerton in the finance department. He is a member of the board of directors at Feeding Matters, a nonprofit dedicated to improving the system of care for pediatric feeding disorders. A native of Southern California, he spends time in Los Angeles, Orange County, and San Diego, and loves everything the local life provides.