Wealth Advisor Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Martin Daniel Mercado Email & Phone Number
Wealth Advisor Associate at Mission Wealth
at
Mission Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor Associate at Mission Wealth
Location
San Francisco, California, United States
Company size
Who is Martin Daniel Mercado? Overview
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Quick answer
Martin Daniel Mercado is listed as Wealth Advisor Associate at Mission Wealth at Mission Wealth, a with 53 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Martin Daniel Mercado.
Martin Daniel Mercado previously worked as Wealth Advisor Associate at Mission Wealth and Dean's Investment Group - Investment Analyst at Uc Santa Barbara. Martin Daniel Mercado holds Bachelor Of Arts, Economics And Accounting from Uc Santa Barbara.
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Mission Wealth
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Profile bio
About Martin Daniel Mercado
Martin Daniel Mercado is a Wealth Advisor Associate at Mission Wealth at Mission Wealth.
Current workplace
Martin Daniel Mercado's current company
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Mission Wealth
7 roles
Martin Daniel Mercado work experience
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Dean'S Investment Group - Investment Analyst
Achieved academic distinction in MSFT stock pitch for Dean’s Investment’s Group: 1 of the 10 students selectedthrough a highly competitive stock pitch and interview process; managed and oversaw the strategic growth of a $300,000 endowment portfolio, actively monitoring markets and adjustingallocations to maximize returns.
Mar 2023 - Jun 2024
Uc Investments Academy Program
Refined proficiency in financial literacy and wealth management principles through training in corporate valuation (including DCFs, IPOs, M&As, LBOs) and excel essentials. Applied acquired knowledge tostrategic investment decision-making and contributing to discussions on investment strategy and portfoliooptimization for UCSB Dean’s Investment Group.
Jan 2024 - May 2024
Server
Developed exceptional customer service skills by providing personalized dining experiences to high-net-worth individuals, executives, and families, in a Forbes Triple Five-Star hotel environment, 1 of 15 globally.
Sep 2022 - Jun 2024
Food Runner
Apr 2022 - Sep 2022
Server Assistant
Jan 2022 - Apr 2022
Strategic Investment Program
Conducted comprehensive analysis of the Strategic Investment Program’s inefficiencies by developing a SWOTanalysis and business plan with proposed solutions for the UCSB Department of Economics.Relevant Coursework:Financial Statement Analysis, ETFs & Portfolio Construction, Behavioral Economics, Risk & Ethics, and Impact Investing.
Aug 2022 - Jun 2023
Team & coworkers
Colleagues at Mission Wealth
Other employees you can reach at missionwealth.com. View company contacts for 53 employees →
IB
Irene Biddle
Colleague at Mission WealthLake In The Hills, Illinois, United States
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GS
Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®
Colleague at Mission WealthSanta Barbara, California, United States
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JG
Jake Grendahl
Colleague at Mission WealthSan Diego, California, United States
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CC
Cole Clifford
Colleague at Mission WealthCarlsbad, California, United States
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KH
Kyle Humphreys
Colleague at Mission WealthLafayette, California, United States
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ES
Eric Smith, Cfp®
Colleague at Mission WealthSan Francisco, California, United States
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TK
Tina Kunze
Colleague at Mission WealthGilbert, Arizona, United States
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HF
Herb Flores, Cfp®
Colleague at Mission WealthAustin, Texas Metropolitan Area, United States
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RM
Rory Macdonald, Ma, Cfp®
Colleague at Mission WealthSan Diego, California, United States
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AR
Austin Roberts
Colleague at Mission WealthSanta Barbara, California, United States
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Irene Biddle
Colleague at Mission WealthLake In The Hills, Illinois, United States
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GS
Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®
Colleague at Mission WealthSanta Barbara, California, United States
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JG
Jake Grendahl
Colleague at Mission WealthSan Diego, California, United States
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CC
Cole Clifford
Colleague at Mission WealthCarlsbad, California, United States
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KH
Kyle Humphreys
Colleague at Mission WealthLafayette, California, United States
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ES
Eric Smith, Cfp®
Colleague at Mission WealthSan Francisco, California, United States
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TK
Tina Kunze
Colleague at Mission WealthGilbert, Arizona, United States
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HF
Herb Flores, Cfp®
Colleague at Mission WealthAustin, Texas Metropolitan Area, United States
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RM
Rory Macdonald, Ma, Cfp®
Colleague at Mission WealthSan Diego, California, United States
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AR
Austin Roberts
Colleague at Mission WealthSanta Barbara, California, United States
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2 education records
Martin Daniel Mercado education
Bachelor Of Arts, Economics And Accounting
Education record
FAQ
Frequently asked questions about Martin Daniel Mercado
Quick answers generated from the profile data available on this page.
What company does Martin Daniel Mercado work for?
Martin Daniel Mercado works for Mission Wealth.
What is Martin Daniel Mercado's role at Mission Wealth?
Martin Daniel Mercado is listed as Wealth Advisor Associate at Mission Wealth at Mission Wealth.
Where is Martin Daniel Mercado based?
Martin Daniel Mercado is based in San Francisco, California, United States while working with Mission Wealth.
What companies has Martin Daniel Mercado worked for?
Martin Daniel Mercado has worked for Mission Wealth, Uc Santa Barbara, and Rosewood Miramar Beach.
Who are Martin Daniel Mercado's colleagues at Mission Wealth?
Martin Daniel Mercado's colleagues at Mission Wealth include Irene Biddle, Gregory Smith, Cfp®, Clu®, Chfc®, Crps®, Nssa®, Jake Grendahl, Cole Clifford, and Kyle Humphreys.
How can I contact Martin Daniel Mercado?
You can use AeroLeads to view verified contact signals for Martin Daniel Mercado at Mission Wealth, including work email, phone, and LinkedIn data when available.
What schools did Martin Daniel Mercado attend?
Martin Daniel Mercado holds Bachelor Of Arts, Economics And Accounting from Uc Santa Barbara.
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