Alex Gangl
Senior Wealth Advisor @Mercer Advisors
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WORK HISTORY
Senior Wealth Advisor @Mercer Advisors
San Francisco, CA, US
EDUCATION
University of California, Berkeley
Certificate in Personal Finance, Finance
King City High School
High School Diploma. Graduated with honors.
University of Waterloo
Bachelor of Apllied Science, Mechanical Engineering
ABOUT ALEX GANGL
WHAT I DO: I help busy professionals and families align their money with their life through fee-only, fiduciary financial planning and a time-tested investment approach. All client accounts are custodied at either Charles Schwab or Fidelity.I CAN HELP YOU:• ORGANIZE your financial life, allowing you to make better decisions• REDUCE financial stress, letting you enjoy life, not worry about it• PROTECT what’s important to you and your family• BUILD a plan for your money that reflects your unique values, goals and dreams• RECLAIM valuable time to spend with family & friends, instead of crunching numbers• ACHIEVE your goals and dreams through personalized, comprehensive advice• LIVE LIFE TO THE FULLEST knowing that your plan will adapt as you and your life changesHOW I DO IT DIFFERENTLY: I take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects YOU, YOUR FAMILY and YOUR LIFE. I am a fiduciary, obligated to act in your best interest at all times, and practice full disclosure. Using technology, you have 24/7 access to your plan, saving you time and money.WHERE I WORK: Mercer Advisors - San Francisco Bay AreaHOW I GET PAID: Services are delivered via a transparent, fee-only service model. I get paid based on the amount of assets I manage on your behalf. I do not receive commissions for selling products.Alex Gangl, CFP®, CFA, CEPA
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