Jessica Caruso,
CFP®

Client Advisor and Branch Manager

Jessica began her career at Mercer Advisors in 2007, where she developed an immediate passion for empowering her clients to achieve their goals through comprehensive financial planning. After relocating to San Francisco, she gained additional professional experience at a boutique investment and insurance firm before returning to Mercer Advisors to help open the Bay Area office in 2011. Jessica graduated cum laude from Westmont College with an Economics and Business degree. She also holds the FINRA Series 65 License.

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