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About Mercer Advisors - San Diego – Sorrento Valley
For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations. Multi-gen Go to full description...
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M-F 8am-5pm, Sa-Su Closed
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For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations.
Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise.
Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax.
Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Services:
Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, Trustee Services
Specialties:
Retirement Planning, Living in Retirement, Relocating in Retirement, Divorcing or Divorced, Chronic Health Conditions, Dependents with Special Needs, Dual Career Families, Inherited Wealth, Business Owners, Corporate Executives, Physicians, Dentists, Federal Employees, Women - Primary Breadwinners, Women - Business Owners, Women - Widows, Selling Your Business, Switching Careers, IPOs & Recapitalization, Concentrated Stock, Family Businesses, Pro Athletes, Professional Investors, Generational Wealth Stewards
Year Established: 1985