Zack has been servicing clients as a Financial Advisor since 2014. After earning a B.A. in Economics and Market Analysis and an M.B.A. in Management and Marketing, Bob successfully passed the FINRA Series 7 and 63. At the same time, he held part-time and full-time positions that provided manufacturing, management, and additional financial experience.
For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.



Next, we recommend an investment plan that meets your needs collectively, and finally, we conduct a progressive review that helps keep your portfolio aligned with your goals and risk tolerance while following shifts in the markets and lifestyle changes.
Our team of wealth management experts including, CERTIFIED FINANCIAL PLANNER professionals, investment advisors and strategists, estate planners, attorneys, and Certified Public Accountants, will collaborate with you and foster a relationship based on trust, service, and transparency.

As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.
An article published in the January 2017 edition of The Suit Magazine explains President Gary Gardner's role as a Certified Financial Transitionist® ( CeFT Walnut Creek Investment Advisor ). Please take a few moments to read this article to provide you further insight on how he can provide in depth guidance concerning your Life&Wealth.

Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investor’s financial picture and goals.
If you need help managing any aspect of your home or business's finances, we want to hear from are a full-service Wealth Management firm licensed in CA. We offer a broad range of services for business owners, executives, and independent professionals.

Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC , separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. At Mercer Advisors, our investment philosophy is guided by scientific reasoning and theory; not subjectivity and speculation.