Luc enjoys empowering people to steward their wealth and assist in giving clients the freedom to pursue their life goals. Having grown up with a father who was a financial planner, Luc has been immersed in the industry since an early age. Prior to joining Mercer Advisors, he worked at a wealth management firm in San Bernardino, California, as well as at a Fortune 100 financial services company. He has significant experience in investment management, complex insurance planning, and business succession planning. He graduated summa cum laude from California State University, Fullerton and has obtained the CERTIFIED FINANCIAL PLANNER™ certification. He’s also an Enrolled Agent and specializes in helping clients save money on taxes. Originally from San Diego, Luc grew up in Reno and Honolulu, where he learned to surf and play the ukulele! He now lives in Orange County, California, and enjoys playing music, camping, serving in his church, and spending time with his four siblings.
Newport Beach
620 Newport Center Drive Suite 1030 Newport Beach, California 92660