San Diego, CA Appaloosa Road Office

Alan Davis is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at firms including Epstein and White Financial LLC, Raymond James Financial Services, and Mission Federal Credit Union. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of portfolio management and financial planning services.

Jonah Tinajero is a financial advisor at Mercer Global Advisors Inc. with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. He also has experience outside of finance as an operator of El Ranchito Restaurant Co. and spent nine years at California State University, Stanislaus. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, using diversified portfolios with various investment vehicles and tax-management options, and supports clients through educational programming and integrated affiliated services.

Micah Cummins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, he worked at Epstein and White Financial LLC and TDAmeritrade Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic multi-factor tilts and a range of implementation options.

Schane Goheen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in San Diego, CA. Prior to joining Mercer, Goheen held positions at Epstein and White Financial LLC and JP Morgan Chase Bank. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and nonprofit entities. The firm focuses on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, combined with specialized retirement, tax, and estate planning services.

Patrick Comer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC. He is a trustee of a revocable trust that invests as a limited partner in real estate equity and lending funds. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it offers specialized services including retirement plan consulting and charitable advisory.

Patrick Wynne is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2021. His prior roles include positions at Epstein and White Financial LLC, Centaurus Financial Inc., and Tremblay Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base that includes individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies.

Dionisio Meneses is a financial advisor at Mercer Global Advisors Inc. in San Diego, CA, holding Series 65 and Series 66 licenses with six years of industry experience. Prior to his current role, he was involved with DNM Creative Properties Inc. for 28 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and bespoke portfolio solutions.