Senior Estate Planning Strategist
Current
Oct 2024 - Present
AeroLeads people directory · profile
Dan Porter Email & Phone Number
Senior Estate Planning Strategist
at
Mercer Advisors
1 work email found
@fbm.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Estate Planning Strategist
Location
San Francisco, California, United States
Company size
Who is Dan Porter? Overview
A concise factual answer block for searchers comparing this professional profile.
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
This section adds company-level context without repeating Dan Porter's masked contact details.
{first_initial}{last}@fbm.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dan Porter. Compare company email patterns before reaching out.
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
5 roles · 13 years
Dan Porter work experience
A career timeline built from the work history available for this profile.
Senior Associate
Aug 2020 - Oct 2024
Attorney
Sep 2017 - May 2020
Associate Attorney
Springs & Associates, Pc
Jul 2016 - Aug 2017
Senior Associate
2014 - Jun 2016
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
DS
David Simpson, Cfa, Cfp®
Colleague at Mercer AdvisorsLynnwood, Washington, United States
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KL
Kevin Lehinger
Colleague at Mercer AdvisorsSpokane, Washington, United States
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TC
Tom Cooper
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
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SB
Saman Bigharaz
Colleague at Mercer AdvisorsUnited States
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VR
Veronica Rozales
Colleague at Mercer AdvisorsAurora, Colorado, United States
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LS
Luana Savoreto
Colleague at Mercer AdvisorsCartersville, Georgia, United States
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OM
Olivia Manning
Colleague at Mercer AdvisorsDenver, Colorado, United States
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JL
Jacob Lynch
Colleague at Mercer AdvisorsDel Mar, California, United States
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DF
Danielle Frazier, Cfp®
Colleague at Mercer AdvisorsHouston, Texas, United States
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CR
Courtney Reese
Colleague at Mercer AdvisorsGreater Houston, United States
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David Simpson, Cfa, Cfp®
Colleague at Mercer AdvisorsLynnwood, Washington, United States
View →
KL
Kevin Lehinger
Colleague at Mercer AdvisorsSpokane, Washington, United States
View →
TC
Tom Cooper
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
View →
SB
Saman Bigharaz
Colleague at Mercer AdvisorsUnited States
View →
VR
Veronica Rozales
Colleague at Mercer AdvisorsAurora, Colorado, United States
View →
LS
Luana Savoreto
Colleague at Mercer AdvisorsCartersville, Georgia, United States
View →
OM
Olivia Manning
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
JL
Jacob Lynch
Colleague at Mercer AdvisorsDel Mar, California, United States
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DF
Danielle Frazier, Cfp®
Colleague at Mercer AdvisorsHouston, Texas, United States
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CR
Courtney Reese
Colleague at Mercer AdvisorsGreater Houston, United States
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2 education records
Dan Porter education
Doctor Of Law (J.D.), Taxation
Bachelor Of Arts (B.A.), Philosophy
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 David Simpson, Cfa, Cfp®, Kevin Lehinger, Tom Cooper, Saman Bigharaz, 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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