Sr. Regional Sales Associate
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.
235 Montgomery Street
San Francisco, California 94104
100 Pringle Avenue
Walnut Creek, California 94596