Meet Petra
Petra is a Sr. Wealth Advisor based in Newport Beach, California. Petra brings more than two decades of wealth management experience to her role. She has spent most of her career consulting high and ultra-high-net-worth individuals and families. Throughout her career she has worked closely with a diverse group of wealth creators including founders, entrepreneurs, business owners, real estate investors, corporate executives, and professions across medicine and law.
Petra is a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor®, and holds a FINRA Series 66 license.
Petra’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, Petra has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
Her working style
Petra’s working style is thoughtful, detail‑oriented, and highly customized, bringing a comprehensive approach to tax and retirement planning, investment and risk management, business exit, life transitions, charitable giving, and estate and wealth‑transfer planning. Clients value her ability to integrate complex planning needs into cohesive strategies aligned with their goals.
Petra in real life
What keeps you busy outside of work?
Outside of work, I enjoy the outdoors — having summited Mount Whitney and Kilimanjaro — along with traveling, cooking, and spending time with family and friends.
Why do you like working at Mercer Advisors?
At Mercer Advisors, I can focus 100% on clients, providing care, white glove service, a holistic approach, and execution for financial planning, tax, investments, and estate planning — all designed to create clarity, confidence, and reassurance.
Any words you try to live by?
“Listen with curiosity. Speak with honesty. Act with integrity.”
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