Yvonne Wood

Yvonne has been helping clients build strong financial foundations since 1990. She joined Mercer Advisors in 1993 after beginning her career in the brokerage industry. Yvonne is a CERTIFIED FINANCIAL PLANNER® Professional and holds a bachelor’s degree from UC Santa Barbara.

Yvonne is committed to helping clients achieve Economic Freedom™ by ensuring they have the right investment strategies, estate and tax plans, insurance coverage, and a comprehensive financial roadmap. She works closely with families to develop multigenerational wealth transfer strategies that are both thoughtful and tax efficient.

Known for her dedication and availability during life’s most pivotal moments, Yvonne is passionate about making her clients’ lives better and providing reassurance through every stage of their financial journey. Her approach is rooted in the values of education and hard work, principles instilled in her by her grandmother.

Yvonne lives in Solvang, California, with her husband and their two daughters. They share their home with Moose, their beloved Aussie-doodle, and care for four horses, which Yvonne enjoys riding and tending to. She also loves exploring the wineries and ranches of the Santa Ynez Valley.