Stefani Kohler

Stefani has more than 10 years of financial services experience, all with Mercer Advisors. She is passionate about helping clients amplify and simplify their (financial) lives. Stefani serves a vast range of clients in various stages of their lives, putting their goals at the forefront of comprehensive and custom-tailored plans that provide clarity and confidence around their financial futures. Stefani earned a B.A. in psychology from the University of California, Santa Barbara. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Stefani and her husband are Santa Barbara natives where they have deep roots in the community and reside with their two children. She enjoys traveling, the outdoors, and bringing joy to family and friends through cooking.