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David Ventura

Associate Wealth Advisor

David Ventura



David is passionate about helping families identify their financial goals and plan for a meaningful retirement by designing financial plans custom tailored to each family’s specific goals and needs. He joined Mercer Advisors shortly after completing the Personal Financial Planning Certification Program at UCLA. In his spare time, David enjoys volunteering with Advisors Give Back providing pro-bono financial advice, as well as hiking and competing in Triathlons. David is a CERTIFIED FINANCIAL PLANNER™ professional and is fluent in Spanish.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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