Meet Kseniya
Kseniya is a Wealth Advisor based in San Diego, California. She joined Mercer Advisors in 2018 in a client service role and advanced to financial planning before becoming an advisor. Kseniya is a CERTIFIED FINANCIAL PLANNER professional and holds the FINRA Series 65 license.
She earned a B.S. degree in financial services from San Diego State University and a BBA degree in economics andmanagement from Moscow Polytech University (formerly Moscow State University of Environmental Engineering). Kseniya moved to the U.S. at age 21 and studied financial services to gain a deeper understanding of personal finance which turned into a passion for helping others gain financial confidence.
Kseniya’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kseniya has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Kseniya’s working style is defined by clear and timely communication, meticulous attention to detail, and a deep commitment to client care. She believes that even the most complex financial topics should feel understandable and approachable, so she takes time to break down concepts in a way that helps empower clients to make confident decisions.
Kseniya in real life
What keeps you busy outside of work?
Outside of work, my two children keep me happily busy. I’ve spent several years as a dedicated soccer mom cheering on my son from the sidelines, and am also a proud ballet mom supporting my daughter. With both our families living overseas, my husband and I love to travel to visit them or to meet somewhere new and explore different parts of the world together.
What makes you tick?
What truly drives me is the resilience and work ethic shaped by my early life experiences. I was born in Soviet Russia and grew up during its collapse, watching my parents work tirelessly just to keep food on the table. From a young age, I learned that dedication, perseverance, and striving for excellence are what open doors. Those values stayed with me, and they guide everything I do — both personally and professionally.
How do you give back?
Giving back is important to me. I participate in the Mercer Advisors mentorship program, which I view as a meaningful way to support and guide others in their professional growth. I have also volunteered in the past with organizations such as the VITA IRS program, the San Diego Food Bank, and the CFP Board, and I continue to get involved when time allows.
Kseniya’s snapshots
Meet Kseniya’s Teammates
Brandon Wissinger
Sr. Wealth Advisor
What Kseniya Says
Brandon has a long-tenure as an advisor at our firm, and I’ve had the privilege of working with him since the very start of my career. I truly enjoy collaborating with him. His depth of knowledge, especially in complex client situations, has been incredibly impactful and continues to shape how I support clients.
Jonas Noack
Wealth Advisor
What Kseniya Says
Having collaborated with Jonas when I was a planner, I am grateful for the investment knowledge I’ve gained, and continue to gain, working alongside him in serving clients.
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