Meet Fred Xuereb
Fred began his financial services career in 1992. Prior to joining Mercer Advisors, he held a variety of operations, risk management, and training positions at Charles Schwab & Co. Fred’s areas of expertise include financial markets, investment concepts, and asset management. He graduated from Santa Clara University with a Bachelor of Science degree in Business Administration and holds the FINRA Series 66 license.
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From Dream Home to Tax Trap: Why Planning Matters When Cashing in on Real Estate Gains
October 9, 2025