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David Ventura

Wealth Advisor

David Ventura



David is a dedicated CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent committed to assisting families in clarifying their financial objectives and preparing for a fulfilling retirement. He joined Mercer Advisors shortly after completing the Personal Financial Planning Certification Program at UCLA, where his focus now lies. David designs strategies that align with each family’s unique goals and requirements. His fluency in Spanish allows him to work with a range of clients. Outside of work, David is proud to offer pro-bono financial guidance through Advisors Give Back, and he enjoys hiking and competing in triathlons.


33 Lono Avenue
Suite 390
Kahului, Hawaii 96732

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