Mercer Advisors Logo

Emi Umezawa

Sr. Wealth Advisor

Emi Umezawa

CFP®

eumezawa@merceradvisors.com

877.642.5224

Emi has close to 20 years of experience in the financial services industry, all with Mercer Advisors. In taking clients through the financial planning process, she places the client’s life at the center. Drawing from her life coach training, Emi takes time to get to know a person, and learn what financial peace of mind looks like to them. Then in participation with the client, she finds an optimized financial solution for each unique situation. Emi also emphasizes education and coaching to increase a client’s confidence in taking charge of their financial wellbeing.

Emi is an active member in Mercer Advisors’ InvestHERs initiative, which focuses on helping to serve the specific needs of women and to increase their representation at the firm. Emi graduated from the University of California, Santa Barbara, with a degree in Business Economics and Accounting.

Santa Barbara

222 East Carrillo Street
Suite 400
Santa Barbara, California 93101

Visit Office
Back to search

Why not get in touch?

We’ll team you up

with one of our talented wealth advisors who will help you connect all your financial dots

Let's Talk

Let’s Connect Your Dots

888.565.1681

HOW WE WORK

Wealth Path
Ascend Group

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Business Retirement Plans
Endowments & Foundations

FIND AN ADVISOR

Locations
Advisor Directory

INSIGHTS

MEDIA

NEWSROOM

PARTNER WITH US
CAREERS

CLIENT LOGIN

Investment Accounts
Financial Planning Portal
Aspire Retirement Plan Portal

CONTACT US

Follow Us
Linkedin Twitter Facebook Instagram Apple

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

©2023 Mercer Global Advisors Inc. All rights reserved.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.