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Christian V

CFP®, Series 66

Westport, CT

Mercer Global Advisors Inc.

Christian Vargas is a CFP® and Series 66-licensed financial advisor at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2023 to 2026. Vargas is also a Company Commander in the United States Army Reserve and serves as a board member on the finance committee for HfH Supportive Housing. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach uses Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of vehicles and includes specialized services such as retirement plan consulting and charitable advisory.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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