Meet Mark
Mark is a Wealth Advisor based in San Francisco, California. He joined Mercer Advisors in 2024. Prior, he was a Senior Financial Associate at RBC Wealth Management from 2013 to 2024. He also served at TD Ameritrade and at Waddell & Reed. He began his wealth management career in 2011. Mark earned a B.A. degree in economics from the University of Arizona. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Divorce Financial Analyst®.
Mark’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, Mark has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Switching careers while keeping your finances aligned and on track
- Guiding higher education professionals in maximizing benefits and preparing for retirement
His working style
Mark takes a collaborative, client-first approach. He listens carefully, communicates clearly, and makes complex decisions more simple. He is proactive and transparent, so clients always know where things stand. His goal is to make his clients feel confident, supported, and in control — every step of the way.
Mark in real life
What keeps you busy outside of work?
I enjoy traveling, golfing, hiking, and spending time with my dog, Klay.
Favorite thing about where you live?
We live two blocks away form the San Francisco Bay with views of both the Golden Gate Bridge and Alcatraz. You can’t beat it.
Why do you like working at Mercer Advisors?
The client-first attitude and similar beliefs of the firm.
Mark’s snapshots
Meet Mark’s Teammates
Jedd Nicolas
Sr. Wealth Advisor, Director
What Mark Says
Jedd is always willing to help and take time to answer my many questions so I can better serve my clients.
Jojo Cresci
Sr. Wealth Advisor, Sr. Director
What Mark Says
Jojo has an incredible work ethic, always with a client-first approach.
Mike Gandy
Sr. Wealth Advisor
What Mark Says
Mike is instrumental to my continuing development. He is always willing to jump on a call and walk me through a scenario to help ensure it’s right for a client.
Articles by Mark
Your Mid-Year Financial Check-In: 5 Tips To Stay on Track
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