Stefani Kohler

Stefani has been in financial services since 2013, when she joined Mercer Advisors. She is passionate about helping clients reach their financial goals. Stefani serves a vast range of clients in all life stages — young couples accumulating wealth, doctors approaching retirement, and widows finding their path forward — with deep care and commitment. Previously, she was an investment operations supervisor. Stefani earned a bachelor’s degree in psychology from the University of California, Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™ Professional, and holds the FINRA Series 65 license. Stefani and her husband are native to Santa Barbara, where they reside with their two children and have deep ties. Stefani enjoys traveling, the outdoors, and bringing joy to family and friends through her passion for cooking.