Learn About Danny Mercado
Professional Background
Danny Mercado was born and raised in Los Angeles, California and attended the University of California, Santa Barbara where he graduated with a Bachelor’s Degree in Economics and Accounting. Danny developed a deep passion for Finance during his duration at UCSB, where he joined the Strategic Investments Program in pursuit of these interests, eventually achieving a position within the Dean’s Investment Group. During his time as an Investment Analyst and Portfolio Manager within the group, he fulfilled leadership duties and contributed to team investment strategies.
Danny is currently working towards earning his Series 65 license and intends to continue his studies towards a CERTIFIED FINANCIAL PLANNER® professional designation.
Personal Pursuits
Growing up with a large family, Danny enjoys spending much of his time with loved ones. As an adventurist, he is always open to trying unique foods, exploring foreign cities, and meeting new people. Recently he moved to San Francisco, California with his girlfriend and has been appreciating life in the new city.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.