Sr. Client Service Specialist
eluchetti@merceradvisors.com
Erica Luchetti joined Mercer in April 2021 as a Client Service Specialist and has 10 years of industry experience in the financial and service related industries.Previously she worked for Epstein & White in San Diego, CA. She prides herself in her excellent attention to detail and precise execution when it comes to servicing of clients for Mercer Advisors.
In addition to her roles she plays at the firm she is also a loving mother of 2 boys. She is originally from New Mexico but has called San Diego home for over 20 years. In Erica’s free time you will often find her spending time at the lake, camping, reading and hanging out with her dog, Shadow.
Learn more about connecting the dots of your financial life.
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 select third parties unrelated to Mercer Advisors. 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.
©2024 Mercer Global Advisors Inc. All rights reserved.