San Diego, CA Carroll Canyon Road Office

Jonah Shafer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. His prior experience includes roles at Prosperity Wealth Planning, Raymond James, and Ameriprise Financial. Mercer Global Advisors provides investment advisory and planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified portfolios with multi-factor tilts and implementing a range of strategies including low-cost ETFs, separate account managers, and private funds.

Kseniya Ribeiro is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Bank of America and has been with Mercer Global Advisors in various roles since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs an investment approach based on Modern Portfolio Theory, emphasizing diversified, risk-appropriate portfolios implemented through a variety of vehicles, including low-cost ETFs, index funds, and separate account managers.

Christopher Paolantonio is a CFA® charterholder at Mercer Global Advisors Inc. with three years of industry experience. Prior to joining Mercer, he worked at Fiduciary Trust International and Pennsylvania Trust Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory–based approach using globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Jonas Noack is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Northrop Grumman and Meketa Investment Group. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds, and offers specialized programs and tax-management options.

Brandon Wissinger is a CFP® professional with 10 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. He is based in San Diego, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supported by educational programs and integrated affiliated service lines.

Drawing on a career as a former aviator, I've seamlessly translated the invaluable lessons of teamwork, training, and experience into my role as a financial advisor. Much like the reliance on a well-trained flight crew to navigate challenges in the air, I believe in employing a strategic approach to investing, fostering a long-term perspective, and embracing life's challenges as opportunities for growth. In establishing this firm, my mission is to guide individuals who appreciate a calculated and strategic approach to financial success. As a Certified Financial Planner, I prioritize your interests above all, dedicated to helping each client achieve their unique goals. From the early days of flight school to the final flight, I'm committed to supporting your financial journey. As your trusted co-pilot and navigator, I offer guidance and expertise to help you chart a course toward your life's aspirations. Together, let's plan and navigate the complexities of your financial flight, ensuring a smooth journey towards your envisioned destination."

David Allen is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for eight years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles, multi-factor strategies, and tax management.

Jeffrey Witt is a CFP® and CFA® with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Private Asset Management, Inc. for 18 years. He serves as a board member and finance committee member for the Foundation for the Children of the Californias, a nonprofit supporting the Children's Hospital of Tijuana. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Chris Walters is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work experience includes roles at Savant Wealth Management, GenSpring Family Offices, and Clarity Capital Partners. Walters previously owned an inactive LLC focused on business consulting and training. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified portfolios with low-cost ETFs, separate accounts, and private funds, complemented by client education and specialized service lines.