Skip to main content

Jessica Caruso,
CFP®

Wealth Advisor, Sr. Director

Jessica has been with Mercer Advisors since 2007. In addition to delivering comprehensive financial planning to her valued clients, she also serves as Regional Director for Mercer Advisors’ Bay Area team and sits on the Steering Committee for the firm’s InvestHERs women’s initiative. Jessica was recognized by Forbes as one of both the Top Women Wealth Advisors and the Top Next-Gen Advisors in 2020. She also received the Thrive Award in 2019 for being one of the fastest growing financial advisors in the country and was recently named a 2020 Top Wealth Advisor Mom by Working Mother magazine. Jessica graduated cum laude from Westmont College with degree in Economics and Business and currently lives in San Francisco with her husband Kyle and three sons.

arrow-left arrow-right

Talk to Us.