Stefani Kohler

Stefani has more than a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, acting as a liaison between advisors and custodians and managing account maintenance and monetary movement for the company.

Her desire to collaborate directly with clients led to her transition to client service. Stefani is passionate about assisting clients in achieving Economic Freedom™. She serves a diverse range of clients at various life stages, including young couples accumulating wealth, doctors approaching retirement, and widows planning their path forward after the loss of a lifelong partner. Stefani prioritizes her clients’ most important goals, creating custom-tailored plans that help provide clarity and confidence about their financial future.

Using a comprehensive approach that includes financial planning, proper asset allocation, and tax strategies, Stefani helps ensure her clients are set up for success in all aspects of their plan. Her deep care and commitment make her an excellent partner in financial decisions. Stefani graduated from the University of California, Santa Barbara where she received a bachelor’s degree in psychology. Stefani is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license.

She lives in Santa Barbara with her husband and two children. Stefani and her husband are both native to Santa Barbara and have deep roots in the community. She enjoys traveling, the outdoors, and bringing joy to family and friends through her passion for cooking.