Mercer Advisors Logo

Luc Ceci

Wealth Advisor

Luc Ceci

CFP®, EA

lceci@merceradvisors.com

800.394.3894

Luc enjoys empowering people to steward their wealth and assist in giving clients the freedom to pursue their life goals. Having grown up with a father who was a financial planner, Luc has been immersed in the industry since an early age. Prior to joining Mercer Advisors, he worked at a wealth management firm in San Bernardino, California, as well as at a Fortune 100 financial services company. He has significant experience in investment management, complex insurance planning, and business succession planning. He graduated summa cum laude from California State University, Fullerton and has obtained the CERTIFIED FINANCIAL PLANNER™ certification. He’s also an Enrolled Agent and specializes in helping clients save money on taxes. Originally from San Diego, Luc grew up in Reno and Honolulu, where he learned to surf and play the ukulele! He now lives in Orange County, California, and enjoys playing music, camping, serving in his church, and spending time with his four siblings.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

Visit Office
Back to search
Why not get in touch?

Learn more about connecting the dots of your financial life.

Call Today

888.565.1681
888.565.1681

Request Call

Let's Talk

Schedule Call

Choose Time

Let’s Connect Your Dots

888.565.1681

HOW WE WORK

Wealth Path
Ascend Group

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Business Retirement Plans
Endowments & Foundations

FIND AN ADVISOR

Locations
Advisor Directory

INSIGHTS

MEDIA

NEWSROOM

PARTNER WITH US
CAREERS

CLIENT LOGIN

Investment Accounts
Financial Planning Portal
Aspire Retirement Plan Portal

CONTACT US

Follow Us
Linkedin Twitter Facebook Instagram Apple

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.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

©2023 Mercer Global Advisors Inc. All rights reserved.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.