Stefani Kohler,
CFP®

Associate Planner

Stefani began her career in the financial services industry in 2013 as an investment operations specialist processing daily operations tasks such as distributions, account maintenance items, and transfers. She quickly transitioned to supervising, overseeing these daily operations and training new staff. Stefani also serves as the liaison between the Mercer Advisors client service teams and various custodians on behalf of the firm’s clients. She graduated from the University of California, Santa Barbara where she received a Bachelor’s degree in Psychology. Stefani also holds the FINRA Series 65 License.

arrow-left arrow-right

Talk to Us.