Dionisio Meneses, Jr.

Meet Dionisio

Dionisio is a Wealth Advisor based in San Diego, California. He joined Mercer Advisors in April 2022. Prior, he was a Managing Director and Mutual Fund Portfolio Manager with Charles Schwab. Dionisio started his investment career as a real estate analyst with Marcus & Millichap. Dionisio is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.S. degree in quantitative economics and decision sciences from the University of California at San Diego.

Dionisio’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, Dionisio has focused experience in these areas:

Private markets, including fund due diligence, liquidity planning, and portfolio integration
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
Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities

His working style

Dionisio is a compassionate listener who asks thoughtful, probing questions to support well‑informed decisions. His approach looks beyond dollars and cents, focusing instead on what truly feels right and comfortable for each client. By honoring individual values and priorities, he builds trust and fosters meaningful, long‑lasting relationships.