Jeff Minc

Meet Jeff

Jeff is a Sr. Wealth Advisor based in Santa Barbara, Californa. Jeff began his career in the financial services industry in 2014 at Mercer Advisors, managing client portfolios and trading equities and fixed-income products in investment operations. After three years on the trading desk, he earned the CERTIFIED FINANCIAL PLANNER® certification and advanced to Wealth Advisor. Before entering finance, Jeff served as a wildland firefighter with the Santa Barbara County Fire Department, an experience that shaped his calm, problem-solving approach to helping clients. Jeff earned a B.A. degree and a Professional Financial Planning Certificate from the University of California at Santa Barbara.

Jeff’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, Jeff has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Helping new families shift financial priorities while building a strong foundation for the future
Guiding clients through living in retirement with steady income and smart planning
Concentrated stock positions that require strategic diversification and tax efficiency

His working style

Jeff prides himself on being very attentive and responsive. He enjoys working with clients who are eager to engage in the full financial planning process.

Jeff in real life

What keeps you busy outside of work?

My two young kids and trying to get outside as much as possible.

Favorite thing about where you live?

I was born and raised in Santa Barbara and I love it here. I appreciate the sunshine, the mountains, the beach, and the people who make this place their home.