Mercer Advisors Logo

Sloan Petereit

Associate Financial Planner

CDFA®, NSSA®

sloan.petereit@merceradvisors.com

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

Visit Office
Back to search

Why not get in touch?

We’ll team you up

with one of our talented wealth advisors who will help you connect all your financial dots

Let's Talk

Let’s Connect Your Dots

888.565.1681

HOW WE WORK

Wealth Path
Ascend Group

Financial Planning
Investment Management
Tax Planning
Estate Planning
Insurance Solutions
Trustee Services

Business Retirement Plans
Endowments & Foundations

FIND AN ADVISOR

Locations
Advisor Directory

INSIGHTS

MEDIA

NEWSROOM

PARTNER WITH US
CAREERS

CLIENT LOGIN

Investment Accounts
Financial Planning Portal
Aspire Retirement Plan Portal

CONTACT US

Follow Us
Linkedin Twitter Facebook Instagram Apple

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Terms & Conditions | Privacy and Security Center | Firm Brochure Adv Part 2A | Form CRS.

©2023 Mercer Global Advisors Inc. All rights reserved.

If you have questions related to our terms and conditions please email [privacy (at) merceradvisors (dot) com]. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.