Associate Wealth Advisor
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 Suma 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.