Meet David
David is a Wealth Advisor based in Los Angeles, California. He joined Mercer Advisors in 2018, to begin his wealth management career. He started in client service and advanced to his current role. David earned a B.S. degree in business management from Cal State Northridge and received his financial planning education at UCLA Extension. He is also a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent.
David’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, David 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
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon.
His working style
David is known to be inquisitive, thorough, and patient. To work with David is to know that your goals are his priorities. He comes prepared to meetings, ready to ask questions, and explore topics to their fullest.
David in real life
How do you give back?
I give back through mentorship and financial literacy. I am part of the Big Brothers Big Sisters program in Los Angeles and I volunteer my time to Advisors Give Back.
What keeps you busy outside of work?
I enjoy being out in nature and outdoor activities like camping, trail running, hiking, and cycling.
Why do you like working at Mercer Advisors?
We’re given the tools to help our clients succeed. There is a culture of collaboration and partnership among peers, not of competition and greed.
David’s snapshots
Meet David’s Teammates
Piper Baker
National Client Service Specialist
What David Says
I’ve had the pleasure of collaborating with Piper on a weekly basis. Her organization and attention to detail when servicing our clients is extraordinary.
Nina Hernandez
Client Service Manager
What David Says
When working with Nina, I am instantly impressed with her preparation, organization, and thoughtful questions. Her passion for helping clients amazes me every day.
Erin Wheatcraft
Client Service Manager, Wealth Path Group
What David Says
Erin manages the client service support staff and also assists with clients. Clients are quickly impressed by her positive attitude and relentless drive to accomplish difficult tasks.
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