Alexandra M.
- Role
- Manager, Financial Planner Iii at Mercer Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Experience
Manager, Financial Planner Iii
Mar 2026 — Present · Newport Beach, CA, US
Leading and developing a team of emerging financial planners by fostering a collaborative learning environment and ensuring consistency and cohesion across planning practices. Overseeing and participating in comprehensive financial planning, including tax planning, retirement planning, estate planning, and other key advisory areas.
Education
Cal State Fullerton, College of Business and Economics
Bachelor's degree, Business Administration: Finance
2018 — 2022
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