Schane Goheen

Schane joined Mercer Advisors in April 2021 through the acquisition of Epstein & White in San Diego. In his role, Schane supervises 10 wealth advisors, conducts seminars, and helps prospective clients determine if Mercer Advisors is a good fit for them.

Schane enjoys assisting individuals and families, celebrating the wins in his clients’ lives. He is enthusiastic about the challenges of wealth management and the vast knowledge and skillset required to build and navigate financial plans. Schane is dedicated to working hard to guide clients toward financial confidence.

Schane holds a California life and health insurance license and the Chartered Life Underwriter certification. He is also a CERTIFIED FINANCIAL PLANNER® Professional. Schane earned a B.A. from San Diego State University and will complete his Master of Science degree in advanced financial planning from Golden Gate University in December 2025. He also served in the United States Marine Corps.

When he’s not working, Schane likes to stay active and travel. He enjoys San Diego’s weather, food, and culture, and volunteers for his college fraternity Tau Kappa Epsilon.