Throughout his career, Michael Mercado’s greatest tool has been his ability to listen to his clients. As a Managing Director at Presidio Wealth Management Group, Mike asks his clients deep questions about investment strategies, retirement dreams, and what they want to leave behind. It’s his belief this is the best way to develop trusting relationships and create an investment plan that achieves their goals.
Having built his 27-year financial advisory career at big firms like Morgan Stanley, Bank of America/Merrill Lynch, and Wells Fargo Advisors, Mike was eager to go independent with Presidio to offer a more personalized experience for his clients. He backs up a lifetime of experience with a BS from Saint Mary’s College of California.
A native of Los Angeles, Mike moved up to northern California where he has spent most of his life. Having realized the connection between exercise and physical & psychological health early on, he is an avid exerciser and enjoys sports of all kinds. Mike spends his free time with his wife & 3 children in Walnut Creek, especially enjoying watching them play high school and college sports.
CA Insurance License Number: 0B81239. Resident State CA.