Vijay C. Patel
Vijay has over 20 years of Banking, Financial Planning, and Wealth Management experience. Prior to joining Mercer Advisors, he has had long tenures with Bank of America, Fisher Investments, and Dragon Financial Group. He maintains a strong focus on understanding client needs and utilizes a consultative approach in helping clients better understand the intricacies of their finances and achieve their financial objectives. A native of the Bay Area, Vijay studied Finance at San Francisco State University and holds a FINRA Series 65 License. He resides in Silicon Valley with his wife and son and enjoys cheering for the Warriors and Forty Niners.