Associate Wealth Advisor
CFP®
jdo@merceradvisors.com
Justin began his financial services career at LPL Financial in San Diego, working in back-office operations. He joined Mercer Advisors in 2018 and currently serves as the point of contact for financial planning, including goal planning, risk management, tax planning, retirement benefits, and asset allocation. He’s a problem solver who utilizes an extensive knowledge of holistic financial planning topics to help educate and guide clients. Justin is a San Diego native and graduate of the University of California San Diego, where he earned a bachelor of science degree in economics. He’s also a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Outside the office, you can find Justin trying new restaurants and enjoying the outdoor amenities of Southern California, from surfing along the coast to snowboarding in the mountains.
with one of our talented wealth advisors who will help you connect all your financial dots
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 Advanced Services Law Group, Inc. 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.
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