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Danny Mercado

In by Mission Wealth

Danny Mercado, Wealth Advisor Associate

Danny Mercado

AAMS™, AWMA™

Wealth Advisor Associate

Walnut Creek, San Francisco

(415) 718-0048

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"My passion for Financial Planning stems from investments, and more importantly from the meaningful relationships that can be made with clients. Witnessing others grow and succeed brings me joy, and knowing I can continue to help others through Mission Wealth brings me even greater satisfaction.”

Danny Mercado is a Wealth Advisor Associate at Mission Wealth, where he supports the team of wealth advisors serving client families in San Francisco, Walnut Creek, and other Bay Area communities.

"My passion for Financial Planning stems from investments, and more importantly from the meaningful relationships that can be made with clients. Witnessing others grow and succeed brings me joy, and knowing I can continue to help others through Mission Wealth brings me even greater satisfaction.”

Danny Mercado is a Wealth Advisor Associate at Mission Wealth, where he supports the team of wealth advisors serving client families in San Francisco, Walnut Creek, and other Bay Area communities.

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 has earned his Series 65 license and the Accredited Asset Management SpecialistTM certificate. He intends to continue his studies toward 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.

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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.
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