Associate Financial Planner
David began his financial services career in 2016. Prior to joining Mercer Advisors, he gained valuable experience at Wealth Management LAB as a Wealth Management Paraplanner where he supported the Advisor team by drafting client budgets and assisting with administrative tasks. David enjoys working with clients and helping them achieve their goals through comprehensive financial planning. He graduated from Cal State Northridge with a Bachelor of Science degree in Business Management. He completed the Personal Financial Planning coursework at UCLA Extension and passed the CFP Exam in March of 2018. David recently moved to the Bay Area from Los Angeles, so he currently enjoys exploring San Francisco and spending time outdoors. He is a CERTIFIED FINANCIAL PLANNERTM professional, holds the FINRA Series 65 license and is fluent in Spanish.