Meet Rich
Rich is a Principal based in our Los Angeles, California office. He joined Mercer Advisors in 2020 through the acquisition of Argosy Wealth Management. Prior, he worked at a major insurance company as a financial planner. He began his financial services career in 2012. Rich is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in finance from California State University, Northridge.
Rich’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, Rich has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
Rich takes the time to understand your story and values with care before designing strategies that align with your vision. Collaboration is at the heart of his approach, and he views wealth management as a trusted partnership where your goals guide every decision. Rich translates complex financial concepts into straightforward insights, ensuring you feel informed and confident at every step. He brings structure and clarity while respecting the unique dynamics of your life. His focus is not only on managing wealth, but on empowering the life and legacy it supports.
Rich in real life
How do you give back?
I provide pro bono financial planning to nonprofits and families in need, while also mentoring aspiring finance professionals in pursuit of meaningful careers built on integrity and impact.
What keeps you busy outside of work?
Outside of work, travel keeps me inspired. I enjoy exploring new destinations and discovering perspectives that broaden how I think about life and business. Travel fuels my curiosity and deepens my appreciation for the world, enriching both my personal life and the way I connect with people.
Why do you like working at Mercer Advisors?
I love working here because everyone genuinely puts clients first. It’s not just a slogan — it’s the way decisions are made and relationships are built. That shared commitment creates an environment of trust and care, allowing me to focus on helping people reach their goals in a way that feels truly meaningful.
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