Rishi joined Mercer Advisors in 2023, bringing with him a strong background in business operations and client service. Prior to entering the financial services industry, Rishi spent several years in the restaurant business, helping his family establish and manage restaurants. That experience deepened his appreciation for human connections.
As a client service specialist, Rishi supports clients by managing accounts, processing financial transactions, researching issues, and assisting his wealth advisor with tax planning, estate planning, and investment management. He thrives in a client-facing role, being able to connect with people of all backgrounds and ages.
Rishi earned his bachelor’s degree in communication from the University of California, Santa Barbara, where he moved in 2017. Originally from Orange County, he now enjoys the vibrant lifestyle of Santa Barbara including its people, beaches, restaurants, and scenic beauty.
In his free time, Rishi enjoys playing basketball, weightlifting, biking, and spending quality time with friends and family. He’s also a devoted Lakers fan and loves hanging out with his Cavapoo puppy, Carmy.
Santa Barbara
222 East Carrillo Street Suite 400 Santa Barbara, California 93101