In the spirit of Thanksgiving and to provide our dedicated employees with additional time to spend with family, our offices will have limited availability from Monday, Nov. 25 through Friday, Nov. 29. If you are an existing client and need assistance during this time, please contact our client support team at 888.565.1681 (Monday – Wednesday only). If you would like to discuss becoming a client, please call 888.920.1320 or view how to contact us via other means here.
Iggy enjoys working with clients to tailor comprehensive wealth management plans and strategically assess their progress while staying aligned with each client’s personal goals and values. Prior to joining Mercer Advisors, he held advisory roles with Merrill Lynch, Charles Schwab, and BNY Mellon. Iggy earned his undergraduate degree from Loyola Marymount University and completed the Personal Financial Planning program at UCLA. He is also a CERTIFIED FINANCIAL PLANNERTM professional. Iggy resides in Newport Beach with his wife, Kate, and their King Charles Spaniel, Phoebe. When he’s not working with clients, Iggy enjoys golfing, traveling, and spending time with friends and family.
Newport Beach
620 Newport Center Drive Suite 1030 Newport Beach, California 92660