Mike began his career in 1994 and possesses a diverse professional background having worked for firms in San Francisco, Los Angeles, New York and London. Before joining Mercer Advisors, he worked as an Investment Strategist for a local financial advisor utilizing his strong investment management and financial planning knowledge with clients. Mike has a strong belief that financial planning is the cornerstone for families to achieve economic freedom.
Mike earned dual Bachelor of Science degrees in Business Administration and Accountancy from the University of Southern California, as well as a Masters in Business Administration from the Marshall School of Business at the University of Southern California. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ professional, a CPA, and is a CFA® charterholder.
Walnut Creek
100 Pringle Avenue Suite 310 Walnut Creek, California 94596