Mark Ericson

Wealth Advisor

Ericson photo

Mark finds that most people measure financial success by whether they have the means to accomplish what’s important to them, both professionally and personally. He comes to work every day committed to helping clients achieve their own version of a good life, for themselves and their families. Mark started his career as a financial advisor in 2009 during the Great Recession. Prior to joining Mercer Advisors, he was an advisor at Merrill Lynch and Fidelity Investments. He graduated from the University of Oregon with a bachelor’s of science degree in economics, and is now a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Financial Consultant®. He and his wife live in San Jose with their two boys and enjoy being outdoors together as a family.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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