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Jojo Cresci
Sr. Wealth Advisor, Sr. Director
CFP®
jcresci@merceradvisors.com
877.484.0660
Jojo is a senior director and senior wealth advisor in the Regis Group at Mercer Advisors who specializes in crafting customized wealth management solutions that help clients protect, grow, and transfer wealth across generations. She is a member of the Investment Operations and Portfolio Consulting subcommittees at Mercer Advisors and participates in the firm’s InvestHERS initiative.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, Jojo joined Mercer Advisors in 2018 and has earned recognition by Forbes in the Best-In-State Women Advisors in 2023, the AdvisorHub Top Advisors to Watch in 2022 and 2023, and the Top Next-Gen Wealth Advisors in 2024. She was also featured on the cover of AdvisorHubMagazine in 2024.
She has master’s degrees from both the London School of Economics and the University of Southern California. She earned her undergraduate degree in business/managerial economics from Lancaster University.
Originally from Ningxia in China, Jojo moved to the U.K. at 15 before moving to the U.S. Based in the Walnut Creek office, she resides in nearby Danville with her husband and two young sons, balancing her thriving career with her family life.
*Disclosure
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.
AdvisorHub 200 RIAs to Watch: Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. The RIA list is reserved for advisors registered with the SEC who charge a percentage on assets as their main source of revenue. Firms are ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) overall professionalism. Participation in the Advisors to Watch is open to all firms and advisors.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.