Iggy enjoys working with clients to tailor comprehensive wealth management plans aligned with their 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 PLANNER™ professional and a Certified Wealth Strategist®. Iggy resides in Newport Beach with his wife, Kate, their son, Walker, 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