David Askew
Managing Director
CFP®, CDFA®, FBS®, AEP®
daskew@merceradvisors.com
800.394.3894
David currently manages the Southern California Mercer Advisors offices. He has a passion for educating clients and guiding them through the complexities of the planning process. David earned his MBA with an emphasis in financial psychology and behavioral finance from Creighton University and has a master’s degree in financial planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in business administration at Chapman University and is a CERTIFIED FINANCIAL PLANNER™ Professional. He currently holds the Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst®, Accredited Estate Planner®, and Financial Behavior Specialist designations. David is also an adjunct professor at California State University-Fullerton in the finance department.
San Diego – Sorrento Valley
5348 Carroll Canyon Rd.
Suite 200
San Diego, California 92121