David Ventura

David joined Mercer Advisors in 2018. He collaborates with clients and their families to develop and implement financial plans designed to achieve their financial goals. David is passionate about helping people navigate their financial lives by finding creative opportunities that incorporate all areas of comprehensive financial planning, including cash flow analysis, tax strategies, investment management, retirement planning, estate planning, and risk management. David earned a Bachelor of Science in business management from Cal State Northridge and received his financial planning education at UCLA Extension. He proudly offers pro-bono financial guidance through the “Advisors Give Back” program sponsored by the CFP® Board. David enjoys training for ultramarathons and Ironman competitions. When not training, he enjoys spending time with his niece. David is fluent in Spanish.