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Wealth Advisor, Director
CFP®, CIMA®, CPWA®
lriley@merceradvisors.com
Lorenzo brings a rich and diverse professional background to his role at Mercer Advisors. His journey has taken him through the realms of education, private banking, and insurance, culminating in his expertise in the wealth management industry.
Today, Lorenzo excels in two pivotal roles. As a dedicated wealth advisor, he collaborates closely with clients to illuminate their financial paths and alleviate uncertainties about their future. In his capacity as a director, he leads a talented team of advisors across our West Coast offices, fostering growth and excellence.
Lorenzo is passionate about the transformative power of financial planning in his clients’ lives. He takes great joy in walking alongside them through life’s highs and lows, helping them retire with confidence, minimize lifetime taxes, and create meaningful legacies for their families and communities. Renowned for his thoughtful teaching, attentive listening, and trusted coaching, Lorenzo is unwaveringly committed to serving his clients with integrity.
Inspired by his close relationship with his mother and the belief that money is a means to an end, not the goal, Lorenzo embarked on a career in wealth management. He graduated from North Dakota State University with a Bachelor of Arts degree in Communications. During his time at North Dakota State, Lorenzo excelled in Division 1 basketball and football, becoming a Summit League Conference Champion, and participating in the NCAA National Basketball Tournament. Lorenzo has also earned the prestigious CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®, and Certified Private Wealth Advisor® designations.
Outside of work, Lorenzo cherishes quality time with his wife and daughter. A lifelong learner, he immerses himself in reading, devouring between 20 and 50 books annually. He finds joy in mentoring young people, engaging in silly dance sessions with his daughter, and enjoying relaxing beach days with his family.