2 天之前 · Jojo joined Mercer Advisors in 2018. She leads a high-performing team of advisors in Northern California and specializes in crafting customized wealth management solutions that help clients protect, grow, and transfer wealth across generations.

2023年8月8日 · Mercer Global Advisors’ Jojo Cresci treats clients like her parents, leaning conservative in investments and backing her plans with data.

SHOOK considered advisors born in 1985 or later with a minimum 4 years as an advisor. Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 -...

A Unified In-House Team. of planners, investors, accountants, and estate specialists that designs — and executes — your financial plan.

2024年3月19日 · Jojo Cresci, CFP® – Senior Wealth Advisor and Senior Director of NorCal Region provides investment advice, portfolio design, and financial planning advice to both private and institutional clients. She is also a member of the company's Investment Operational Committee and Content Advisory Board.

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family. Ready to get in touch?

Sr Wealth Advisor (Walnut Creek / San Francisco / Menlo) I am honored to be named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State list for my work with clients in Northern California....

I am honored to be recognized on the Forbes 2025 Top Women Wealth Advisors Best-In-State list! It's a privilege to work on behalf of my clients and help make a true impact in their lives so ...

2023年8月8日 · Name: Jojo Cresci Firm: Mercer Global Advisors Location: San Mateo, CA AUM: $3.1 billion Forbes Rankings: Top Next-Gen Wealth Advisors Best-in-State,