Pratik started in the financial services industry in 2015 with Santa Barbara Coastal Advisors. As an initial point of contact, Pratik works closely with clients to gather financial information in preparation for analyses to support their overall game plan. He coordinates with Mercer Advisors’ advanced team of experts to support the integration of client investments and retirement plans into a comprehensive life plan. Pratik graduated from the University of California, Santa Barbara with a Bachelor of Arts degree in Political Science with an emphasis in International Relations. He also holds the FINRA Series 65 license.