Ana Mercado
CFP®
EP Wealth Advisors
Wealth Advisor
Ana Mercado
CFP®
EP Wealth Advisors
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ana Mercado, CFP®
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Ana Mercado is a Torrance, CA fee-only financial advisor serving clients locally and across the country. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ana Mercado is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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Ana Mercado, Wealth Advisor at EP Wealth, attended California State University of Long Beach, where she received a Bachelor’s of Science in Business Administration with an Emphasis in Finance Real Estate & Law and Marketing. While attending school, she was in the mortgage industry as a Senior Loan Processor and Loan Officer. In 2008, she was part of the Hedge Fund Trade Operations team at Inflective Asset management, where she worked directly with executing brokers and the Chief Compliance Officer. Ana joined our team here at EP Wealth in May 2011, and has since grown in her role to become a Wealth Advisor Associate. Most recently, she obtained her CFP in 2019. In her free time, she enjoys hanging out with her family, attending AYSO soccer games, and going to the movie theatre. Ana was born and raised in the South Bay, and currently lives in Hawthorne, CA with her husband and two children.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ana Mercado is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Ana Mercado
Office Locations:
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21515 Hawthorne Blvd.
Suite 1200
Torrance, CA 90503
