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Dionisio Meneses,
CFP®

Associate Advisor

Dionisio Joined Mercer Advisors in April 2022. Previously he was a real estate analyst with Marcus & Millichap and a managing director and a mutual fund portfolio manager with Charles Schwab. Dionisio is a CERTIFIED FINANCIAL PLANNER™ professional, holds a bachelor's degree in Quantitative Economics and Decision Sciences from the University of California at San Diego, and holds a Series 65 license. He enjoys helping clients find the right financial path through a disciplined and holistic approach to financial planning. Dionisio and his wife, Norma, moved to the San Diego area a few years ago from the San Francisco Bay Area. They both enjoy traveling, the culinary arts, experiencing culturally authentic restaurants, appreciate music of various genre, and most of all, celebrating life with family and friends.

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