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Sloan Petereit

Sr Financial Planner


Sloan helps clients develop and execute a strategic financial plan to accomplish their goals. Prior to joining Mercer Advisors, she worked on the financial planning team at Beacon Pointe Advisors. Sloan received her bachelor’s degree in business administration from the University of Colorado, with an emphasis in financial planning. Sloan is currently pursuing the CFP® certification and she holds the Certified Divorce Financial Analyst® (CDFA®) and the National Social Security Advisor™ certifications. Sloan grew up in Chicago and currently resides in Orange County. In her free time, she enjoys running and spending time with friends and family.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

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