David Oh

David leads our wealth strategy team, which provides tax, trusts, and estate guidance to high-net-worth and ultra-high-net-worth families. He advises clients on preserving multigenerational family wealth and charitable strategies. Before joining Mercer Advisors in 2024, David held key roles at Franklin Templeton, Charles Schwab, and PwC, offering tax, estate, and wealth planning solutions to founders, executives, and family offices. David earned his Master of Laws in Taxation at Boston University, J.D. from University of the Pacific, and B.A. at UC Berkeley. He is a certified specialist in both taxation law and estate planning by the State Bar of California. David sits on the board of UCLA’s legal education program and chairs the estate and gift tax committee of the California Lawyer’s Association.