Associate Wealth Advisor
CFP®, EA
lceci@merceradvisors.com
800.394.3894
Luc loves educating others on the principles of economic freedom. Through empowering people to steward their wealth well, Luc and the Mercer Advisors team give 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 from an early age. Prior to joining Mercer Advisors, he worked for several years as an Associate Financial Advisor at a wealth management firm in San Bernardino, California. Prior to that, he worked with a Fortune 100 financial services company.
Luc specializes in comprehensive financial planning designed to help people coordinate their money with their life goals. He has significant experience in investment management, complex insurance planning and business succession planning. He is a CERTIFIED FINANCIAL PLANNER™ professional and graduated Summa Cum Laude from California State University Fullerton.
Originally from San Diego, California, Luc also grew up in Reno, Nevada and Honolulu, Hawaii 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.
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.
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.