Dan Porter
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Dan Porter Email & Phone Number

Senior Estate Planning Strategist at Mercer Advisors
Location: San Francisco, California, United States 5 work roles 2 schools
1 work email found @fbm.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@fbm.com
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Current company
Mercer Advisors
Role
Senior Estate Planning Strategist
Location
San Francisco, California, United States
Company size
413 employees

Who is Dan Porter? Overview

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Quick answer

Dan Porter is listed as Senior Estate Planning Strategist at Mercer Advisors, a with 413 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at fbm.com and a matched LinkedIn profile for Dan Porter.

Dan Porter previously worked as Senior Associate at Farella Braun + Martel Llp and Attorney at Shartsis Friese Llp. Dan Porter holds Doctor Of Law (J.D.), Taxation from University Of San Francisco School Of Law.

Company email context

Email format at Mercer Advisors

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{first_initial}{last}@fbm.com
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AeroLeads found 1 current-domain work email signal for Dan Porter. Compare company email patterns before reaching out.

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Profile bio

About Dan Porter

Dan Porter is a Senior Estate Planning Strategist at Mercer Advisors. He possess expertise in microsoft office, research, microsoft excel, legal research, powerpoint and 5 more skills.

Listed skills include Microsoft Office, Research, Microsoft Excel, Legal Research, and 6 others.

Current workplace

Dan Porter's current company

Company context helps verify the profile and gives searchers a useful next step.

Mercer Advisors
Mercer Advisors
Senior Estate Planning Strategist
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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5 roles · 13 years

Dan Porter work experience

A career timeline built from the work history available for this profile.

Senior Estate Planning Strategist

Current
Mercer Advisors

San Francisco, California, United States

Oct 2024 - Present

Associate Attorney

Springs & Associates, Pc

San Francisco

Jul 2016 - Aug 2017

Senior Associate

Andersen Tax

San Francisco

2014 - Jun 2016
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

JS Jesse Schenck, Cfp® Jesse Schenck, Cfp® Colleague at Mercer AdvisorsBartlesville, Oklahoma, United States View → JK Jason Kronstad, Cfa, Caia Jason Kronstad, Cfa, Caia Colleague at Mercer AdvisorsSeattle, Washington, United States View → SC Sue Cole Sue Cole Colleague at Mercer AdvisorsHouston, Texas, United States View → ZB Zachary Barakat Zachary Barakat Colleague at Mercer AdvisorsGreater Phoenix Area, United States View → VR Veronica Rozales Veronica Rozales Colleague at Mercer AdvisorsAurora, Colorado, United States View → MV Mark Valle Mark Valle Colleague at Mercer AdvisorsHouston, Texas, United States View → MB Matthew Barham Matthew Barham Colleague at Mercer AdvisorsGreensboro--Winston-Salem--High Point Area, United States View → DM David Maniola, Cpa David Maniola, Cpa Colleague at Mercer AdvisorsCincinnati Metropolitan Area, United States View → AF Aaron Ferguson Aaron Ferguson Colleague at Mercer AdvisorsAshburn, Virginia, United States View → IH Ian Hamre, Cfa Ian Hamre, Cfa Colleague at Mercer AdvisorsRoanoke, Virginia, United States View →
2 education records

Dan Porter education

FAQ

Frequently asked questions about Dan Porter

Quick answers generated from the profile data available on this page.

What company does Dan Porter work for?

Dan Porter works for Mercer Advisors.

What is Dan Porter's role at Mercer Advisors?

Dan Porter is listed as Senior Estate Planning Strategist at Mercer Advisors.

What is Dan Porter's email address?

AeroLeads has found 1 work email signal at @fbm.com for Dan Porter at Mercer Advisors.

Where is Dan Porter based?

Dan Porter is based in San Francisco, California, United States while working with Mercer Advisors.

What companies has Dan Porter worked for?

Dan Porter has worked for Mercer Advisors, Farella Braun + Martel Llp, Shartsis Friese Llp, Springs & Associates, Pc, and Andersen Tax.

Who are Dan Porter's colleagues at Mercer Advisors?

Dan Porter's colleagues at Mercer Advisors include Jesse Schenck, Cfp®, Jason Kronstad, Cfa, Caia, Sue Cole, Zachary Barakat, and Veronica Rozales.

How can I contact Dan Porter?

You can use AeroLeads to view verified contact signals for Dan Porter at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Dan Porter attend?

Dan Porter holds Doctor Of Law (J.D.), Taxation from University Of San Francisco School Of Law.

What skills is Dan Porter known for?

Dan Porter is listed with skills including Microsoft Office, Research, Microsoft Excel, Legal Research, Powerpoint, Legal Writing, Microsoft Word, and Accounting.

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