Meet Iggy
Iggy is a Sr. Wealth Advisor based in Newport Beach, California. He joined Mercer Advisors in 2022. Prior, he held advisory positions at BNY Mellon, Charles Schwab, and Merrill Lynch. Iggy is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Wealth Strategist®, and a Certified Exit Planning Advisor®. He earned a B.S. degree in biology from Loyola Marymount University and a Graduate certificate in personal financial planning from the University of California at Los Angeles.
Iggy’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Iggy has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Iggy is known for a disciplined, collaborative approach to wealth management. He listens carefully, communicates with clarity, and solves problems with structure and intention. Clients value his ability to simplify complexity, anticipate what’s ahead, and guide sound decisions over the long term.
Iggy in real life
What keeps you busy outside of work?
Outside of work, I prioritize time with my family — my wife and our two children — and sneak in a round of golf when I can.
Favorite thing about where you live?
Newport Beach offers a rare balance of natural beauty, an active outdoor lifestyle, and a strong sense of community. I enjoy exploring new restaurants, spending time on the water and the golf course, and taking family walks around the neighborhood.
Any words you try to live by?
Focus on what matters, stay disciplined, and take the long view. It’s a mindset that applies just as much to family and life as it does to wealth.
Iggy’s snapshots
Forbes Top Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Iggy’s Teammates
Grace Chyun
Sr. Client Service Specialist
What Iggy Says
I work closely with Grace who is an extension of how I serve clients — ensuring communication is proactive, details are handled with care, and nothing falls through the cracks. It’s a partnership built on trust and shared accountability, allowing clients to feel cared for.
What Iggy Says
For Ben, prospective clients or referrals begin with a conversation designed to understand their priorities, complexity, and what they’re ultimately trying to accomplish. He helps bring clients to me and the firm that are the right fit.
Kevin Jack
Executive Managing Partner, Client Services and Planning
What Iggy Says
I was drawn to the firm by leaders like Kevin who helped shape it long before it became what it is today. Working alongside someone who has been here for more than two decades, and through multiple stages of growth, brings perspective that benefits both our team and our clients.
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