Verified recordFinancial Services

David Askew

Managing Director at Mercer Advisors

Based in United States

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Seniority

Director

Department

General Business & Management

Location

United States

Industry

Financial Services

Company size

1.3K

Contact information

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Email

1 credit

d•••••••@merceradvisors.com

Phone

5 credits

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Background

About David Askew

David began his career in the financial services industry in 2004. David manages the Mercer Advisors Southern California teams and has a passion for educating clients and guiding them through the complexities of the planning process. David received his MBA with an emphasis in Financial Psychology and Behavioral Finance from Creighton University and has a master’s degree in Financial Planning (MSFS) from the American College of Financial Services. He completed his undergraduate degree in Business Administration at Chapman University and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy® (CAP®) certifications

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