Leticia Zavala Perkins

Mercer Advisors, located in Pasadena, CA, is a premier financial advisory firm recognized for its commitment to serving families by simplifying and amplifying their financial lives. With nearly 40 years of experience, the firm offers a unified in-house team of planners, investors, accountants, and estate specialists focused on delivering personalized wealth management solutions tailored to each client's unique needs. Ranked #1 among Registered Investment Advisor firms by Barron's in 2024, Mercer Advisors combines the intimate service of a boutique fiduciary with the capabilities of a national powerhouse. Their approach includes institutional-grade portfolios managed by a team of 100 investment professionals, ensuring every client receives the highest level of expertise and support for their financial journey. Generated from the website

Colton Wealth Management is a fee-only fiduciary advisory firm based in Arcadia, CA, offering transparent financial planning services for individuals who value honesty, evidence-based strategies, empathy, competence, and objectivity. Their team of highly skilled financial planners, who are also Certified Financial Planner Professionals (CFP) and Certified Public Accountants (CPA), provide personalized advice and comprehensive retirement analysis, investment analysis, and tax return review to help clients make informed decisions and achieve long-term financial success.Generated from the website