Danny Mercado

AAMS™, AWMA™

Wealth Planner

Walnut Creek, San Francisco

"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 Planner 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 Planner 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 time at UCSB, where he joined the Strategic Investments Program to pursue these interests and eventually secured a position within the Dean’s Investment Group. During his time as an Investment Analyst and Portfolio Manager within the group, he assumed leadership roles and contributed to the group's investment strategies.

Danny has earned his Series 65 license and the Accredited Asset Management Specialist^TM 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.

In the News

SpaceX (SPCX) Guide: What Equity Holders and Investors Should Do Next

The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

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.