Meet Garret
Garret is a Regional Vice President based in San Diego, California. He joined Mercer Advisors in 2025 to assist prospective clients in determining if our firm is the right fit for their needs. Garret’s career includes roles at Motley Fool Wealth Management, Goldman Sachs, Edward Jones, and Wells Fargo.
He holds a B.S. degree in finance from California State University, Long Beach, and has studied commercial banking and finance in London. Additionally, Garret is a licensed commercial pilot, having earned his certification from ATP Flight School.
His working style
Garret’s working style is direct, transparent, and grounded in clarity, professionalism, and efficiency. He focuses on making complex financial topics approachable by breaking them down into clear, practical guidance. Education is central to his approach, helping clients feel confident that decisions truly support their goals. By combining structured execution with a collaborative, supportive style, Garret helps ensure clients feel informed, empowered, and ready to move forward with confidence.
Garret in real life
What keeps you busy outside of work?
Outside of work, travel is my biggest passion. I’m a self‑proclaimed foodie who’s always seeking new adventures and experiences.
What’s one thing you are surprisingly good at?
Flying airplanes.
Favorite thing about where you live?
San Diego is home for me. What I appreciate most about it is the balance it strikes — the energy of a major city combined with the warmth and humility of the people who live here. It’s a rare mix, and one I feel grateful for every day.
Garret’s snapshots
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