Meet Jeff
Jeff is a Regional Vice President based in San Francisco, California. He joined Mercer Advisors in 2023, after seven years at Capital Group | American Funds, where he managed large, strategic relationships with broker-dealer, banking, and custodial firms. Jeff began his career in financial services in 2011 and has worked for two of the largest asset managers in the industry.
Jeff has a passion for developing relationships with prospective clients to guide them toward confidence and stability in their financial life. He earned a B.A. degree from the University of California, Berkeley, and a M.A. degree from the University of Southern California. Jeff also holds the FINRA Series 65 license.
His working style
Jeff approaches every new relationship with genuine curiosity, a sense of humor, and an eagerness to help. He tries to find something in common and an understanding of where his client lives. As a native of the Bay Area, he wants to connect and understand how their story has unfolded. He enjoys joining our firm’s vast resources with clients’ needs and seeing the impact services have on their lives and their families’.
Jeff in real life
What keeps you busy outside of work?
My three kids, enjoying beautiful Marin County, and traveling.
Why do you like working at Mercer Advisors?
The impact we make in our clients lives, working alongside excellent advisors, and working for a leader in the RIA and wealth management industry
Favorite thing about where you live?
Despite growing up here, there is always more of Northern California to explore.
Meet Jeff’s Teammates
Jojo Cresci
Partner
What Jeff Says
Jojo works with some of our larger and more complex clients. She brings a sense of calmness, sophistication, and a sense of humor to every relationship. She has an amazing ability to leverage the resources of our firm and connect with each client.
Adam Govani
Wealth Advisor
What Jeff Says
Adam is a true professional and specialist in equity compensation. Especially in the Bay Area, where we have so many clients in tech, he is a great resource and teammate for helping families diversify concentrated portions of their portfolio for a long term plan.
Leigh Shimamoto
Sr. Wealth Advisor
What Jeff Says
Leigh is a warm, friendly, empathetic teammate and really helps clients define their objectives and values. She delivers sophisticated plans to help our clients to achieve their goals.
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