Client Advisor and Branch Manager
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.