Leigh Shimamoto - Sr. Wealth Advisor

Leigh Shimamoto

JD, CFP®
Sr. Wealth Advisor

When clients are able to connect their core values to their wealth, it becomes more than a financial plan — it becomes a roadmap for leading meaningful and purposeful lives. I am passionate about partnering with clients to create and build upon their dynamic plan.

Meet Leigh

Leigh is a Sr. Wealth Advisor based in Menlo Park, California. She joined Mercer Advisors in 2024 with more than 20 years of wealth management experience, most recently at Wealth Architects. Leigh began her career at Merrill Lynch. She earned a B.A. degree in political science from the University of California at San Diego, a Certificate in Comparative Law from Oxford University, and a JD from Santa Clara University, School of Law. Leigh is also a CERTIFIED FINANCIAL PLANNER® professional.

Leigh’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, Leigh has focused experience in these areas:

Her working style

Leigh builds deep and trusted relationships with her clients with her empathetic and calm presence. She arms clients with the education and context they need to make smart decisions so they may become stewards of their wealth and navigate life transitions.

Leigh in real life

What keeps you busy outside of work?

Most of my free time is spent with my son and dog. My favorite time of day is when we go for a walk in the evening and talk about our day. I also enjoy the outdoors and traveling to new places.

What makes you tick?

Having a sense of purpose is important to me. It motivates me and helps keep me accountable to myself.

How do you give back?

I love helping clients fulfill their philanthropic goals. I learn ways to help clients engage in philanthropy through my roles on professional advisor councils for local community foundations.

Leigh’s snapshots

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