Start Planning
Your Future Today!

THERE IS NO BETTER TIME TO START THAN TODAY!

Your story begins here, at Mercuri Asset Management. Let us create and implement wealth enhancing strategies and begin to plan your future based on your vision of “happily ever after.”

Investment Accounts

Individual, Joint, Trust.

Retirement Plans

Individual, Corporate, Trust.

Alternative Investments

Annuities, Life Settlements, Land Lease

Insurance planning

Individual Life, Premium Finance

Tax
Planning

Individual, Corporate Filings, Tax Planning Strategies.

Tax Planning

Individual, Corporate Filings, Tax Planning Strategies.

With our “six step planning process,” our team will be your guide to your financial future through independent and unbiased professionals who are motivated by your success and not their own.

PLANNING YOUR FUTURE

Mercuri Asset Management was created out of a merger with an investment company McKee & Associates. We have over two decades of experience in managing money to plan for your future. We are a Registered Investment Advisory firm utilizing Charles Schwab; One of the largest custodians of private assets, to provide unparalleled service, flexibility and financial security.

We take a team approach to achieve all your goals and needs. Our firm emphasizes the importance of reviewing your financial situations with our team of highly qualified Tax Preparer, Estate Planning Attorneys, and Advisors who will help you preserve and protect your financial future.

OUR TEAM

Frank Mercuri III

Frank Mercuri III

Chief Investment Officer

Frank has more than two decades of experience in managing money for Mercuri Asset Management and its predecessor organizations.

He began his career as an executive assistant with Select Portfolio in Newport Beach, California and later moved into portfolio management with Washington Mutual, PaineWebber and Wachovia.

Frank resides in Southern CA with his wife and children, he enjoys spending time with his family, teaching martial arts and attending his daughters gymnastic competitions.

Robert Pearce, CFP®

Robert Pearce, CFP®

Financial Advisor

Robert has served in a variety of roles and as a Certified Financial Planner™ Professional he understands how important wealth planning and investing for your future is.

He began his career in 2005 in life insurance before he took a hiatus and went on to managing large scale events. He felt his calling was to return to financial planning and acquired a Personal Financial Planning certificate from UCI.  

Robert is originally from Buffalo, New York and currently resides in South Orange County with his wife and children. He also enjoys spending time on the baseball, softball and soccer fields with his family.

Thomas F. Duffy

Thomas F. Duffy

Senior VP / Financial Advisor

Tom brings almost 40 years of wealth management experience to Mercuri Asset Management. After graduating from Georgetown University, he served in a variety of roles with PaineWebber, Morgan Stanley and most recently Merrill Lynch, managing $750 million in assets.

Today Tom is serving clients with his time-tested investment philosophy of broad portfolio diversification with an emphasis on risk management and preservation of capital.

Tom splits his time between Fountain Hills, Arizona and La Jolla with his wife Tina and their two English Springer Spaniels, Lexi and Lilly. He enjoys volunteering for charity, hiking and golf in his free time and some favorite hobbies include collecting art and memorabilia.

Elena Mercuri

Elena Mercuri

Tax Accountant

Elena Mercuri brings experience in business management, precious metals, and customer relations. She has taken the lead in our new division of Income Tax preparation and bookkeeping.

Elena enjoys spending time with her family and children, and making a difference in her community. She’s also Frank’s sister!

Cheyenne Harper

Cheyenne Harper

Tax / Office Assistant

Cheyenne grew up in Norco, CA and thrives in the collaborative office environment present at Mercuri Asset Management. She currently assists tax clients behind the scenes while pitching in on special projects around the office as well.

Cheyenne enjoys cheering on her fiancé on the gridiron and likes competition herself. She never misses a workout and is an accomplished bodybuilder.  She also appreciates relaxing at the beach on her free time.

Amanda Nguyen

Amanda Nguyen

Executive Administrative Assistant

Amanda holds down the front desk while creating a positive atmosphere for everyone she associates with. She is also a persistent advocate for our clients behind the scenes, drawing from her years of experience in the financial services industry and office management.

In her free time Amanda enjoys cooking, spending time with her family and taking care of her fur and plant babies.

Mercuri Asset Management, LLC.

CONTACT US

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

(951) 266-0101

1101 California Avenue, Suite 213

Corona, California 92881

M-F: 9am-5pm, S-S: By Appointment

Drop us a line!

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