Danny Mercado CFP®, AAMS™, AWMA™
Based in San Francisco, Danny helps retirees, tech professionals, executives, and families navigate retirement, concentrated stock, equity compensation, inheritance, and other complex financial decisions
Ways to Connect
Who Danny Typically Helps
Pre-retirees and retirees, tech professionals, executives with equity compensation, individuals with concentrated stock positions, families navigating inheritance, multigenerational families, investors interested in alternative investments.
Serving Clients in
San Francisco • Walnut Creek • Oakland • Palo Alto • San Jose • Marin County • Communities throughout the San Francisco Bay Area
Available nationwide through virtual meetings
Questions Danny Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should I manage concentrated stock and equity compensation?
- How should I integrate an inheritance into my plan?
- How can I coordinate tax and estate planning?
- How can charitable gifts and alternative investments fit into my plan?
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’s Frequently Asked Questions
Clients can expect efficient and thorough analysis, clear recommendations, and ongoing monitoring. Danny communicates directly and keeps explanations concise and approachable whenever possible, while providing a deeper analysis when the situation or client preference calls for it
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 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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor