Associate Wealth Advisor
Jeff began his career in the financial services industry in 2014. Prior to joining Mercer Advisors he worked at Capital Advantage, Inc. where he served as the Financial Advisor to over 100 clients. During this time, Jeff provided retirement planning and investment advice to local individuals looking for recommendations on their path towards financial independence. He received his Bachelor of Science degree in Business Finance from California State University, Chico. He is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 66 License. Jeff grew up in Pleasanton, and currently lives in Oakland with his fiancé. In his spare-time he enjoys being outside taking pictures, playing golf, or hiking.