Ivan Mercer has the unique ability to make complex financial strategy approachable and attainable. This has emboldened Families, Business Entrepreneurs, and Individuals to intelligently engage in building wealth. Ivan graduated from the University of Miami (FL) '01, where he obtained a BBA degree with focuses in both finance and marketing. Ivan has navigated the professional wealth management space for nearly a decade and received awards for "New Agent of the year" 2011 and "Agent of the Year" 2012, 2013 & 2014 for the Guardian San Francisco Agency.
Ivan has developed his professional capacity with experience in select fields. These fields include professional sports such as professional football in the NFL & NFL Europe, professional beach volleyball with the AVP, ABVA, FIVB, business including Real Estate investment and startup companies in fields such as logistics, supply chain management, social impact, and professional services. These experiences give Ivan the unique ability to connect with others who are impactful in business, entrepreneurialism and professional sports & entertainment. As a tenured advisor, Ivan is responsible and experienced in creatively designing custom financial strategies for families, business owners, and Individuals and mentoring others who desire to be in the industry.
Ivan is known for being a trusted resource in the community for engaging personally and professionally, resourcing his team of capable professionals, to assist with intelligent decision making in the areas of financial, personal, and professional development. Backed by a Fortune 250 company's resources and WestPac Wealth Partners' abundance mentality with clients and prospective clients alike, informed complex decision making is both approachable and attainable in working with Ivan and his team.
Ivan enjoys an active life with his wife Christine and daughter, Jade, in the San Francisco and Bay Area and is deeply involved in communities such as church, fitness, entertainment, travel, yoga, and extreme outdoors.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H30773| 2023-155153 Exp. 5/25 | Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.