Sr. Wealth Advisor
CFP®, EA
jmah@merceradvisors.com
650.571.8888
Joseph Mah is a client advisor and branch manager for the San Mateo Office in California. He has more than 20 years of financial services experience and prior to joining Mercer Advisors, Joe was a partner and senior advisor at Dragon Financial Group. During his career, he has served in various individual contributor and management roles with top financial services firms including Bank of America and Wells Fargo. He holds a FINRA Series 65 license, is an Enrolled Agent, has an MBA and has held other professional licenses and certifications including for real estate and insurance. Joe’s a native of San Francisco and when time allows, he enjoys audiobooks, eating at holes-in-the-walls and making memories with his wife and two children.
Learn more about connecting the dots of your financial life.
All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.
©2024 Mercer Global Advisors Inc. All rights reserved.