Sr. Financial Planner
MBA, CIMA®, CFP®
ekim@merceradvisors.com
714.434.6900
Eunice began her financial career as an investment analyst in 2007. At Mercer Advisors, Eunice is committed to working closely with advisors to deliver meaningful and purposeful financial planning to clients. She earned her Master’s in Business Administration from University of Southern California and her Bachelor of Arts degree in Psychology from The University of California – Irvine. Eunice is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Certified Investment Management Analyst® certification, IRS Enrolled Agent designation and Series 66. She is a member of the Financial Planning Association (FPA).
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