Alex joined Mercer Advisors in 2024. Previously, he was a senior advisor at Equius Partners in San Rafael before it was acquired by a national RIA. Alex began his career as an engineer in big tech where he discovered a hidden passion for helping colleagues navigate employee compensation plans and personal financial planning situations. He is a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Financial Analyst® charterholder and Certified Exit Planning Advisor®. Alex communicates tax, estate planning, and investment concepts and strategies in terms that are clear and accessible to his clients. He is committed to life-long learning and education. Alex is a member of executive coaching organization Vistage Worldwide. He lives in Novato where he enjoys raising his three children, getting outdoors, and playing competitive pickleball.
San Francisco
100 Pine Street Suite 2125 San Francisco, California 94111