Nathan Cha

Nathan joined Mercer Advisors in 2023, bringing a strong foundation in wealth management from his experience at Merrill Lynch and UBS.

He always strives to provide a high-quality client experience through thoughtful planning and personalized service. Nathan is passionate about seeing clients achieve their financial goals. He enjoys bringing clarity to the topic of finances and money and making it an open topic that people feel comfortable talking about.

Nathan earned a B.A. in economics and business from Westmont College, where he was a member of Omicron Delta Epsilon, the international economics honor society. He is also a CERTIFIED FINANCIAL PLANNER® professional. He supports 3rd Decade, which provides financial education to young adults.

In his free time, Nathan enjoys spending time outdoors, especially fishing and camping.