# Mercer Advisors - San Diego – Sorrento Valley, San Diego: a financial planner in San Diego (2026 guide)

Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/mercer-advisors-san-diego-sorrento-valley-san-diego-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 8 sources. Updated 2026-08-19. Owner review: not yet.

Canonical: https://localairegistry.com/biz/ca/san-diego/mercer-advisors-san-diego-sorrento-valley-san-diego-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtqwb00qoyetiihi8pdbf%2F0.png)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtqwb00qoyetiihi8pdbf%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtqwb00qoyetiihi8pdbf%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtqwb00qoyetiihi8pdbf%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtqwb00qoyetiihi8pdbf%2F4.jpg)


## In short

Mercer Advisors - San Diego – Sorrento Valley is a financial planner. Its AI Score is 25 of 100, which is poor.

Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page.


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 5348 Carroll Canyon Rd #200, San Diego, CA 92121, USA |
| Hours | Mon to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (858) 750-4209 |
| Owner | Nothing found |
| Rating | 5.0 across 5 reviews on Google |
| Known for | Nothing found |
| Prices | Nothing found |
| Quietest time | Nothing found |
| Parking | Nothing found |
| Last verified | September 19, 2026, 12:15 AM |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 5348 Carroll Canyon Rd #200, San Diego, CA 92121, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Description | For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations. Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise. Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify. | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Hours | Mon to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Name | Mercer Advisors - San Diego to Sorrento Valley | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Location info | Phone | (858) 750-4209 | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Monday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Saturday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 |
| Services | Service | 529 plan guidance | AI guess | Nothing found |
| Services | Service | Asset protection | AI guess | Nothing found |
| Services | Service | Asset protection through diversification | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Decoding financial advisor designations | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Defining high net worth 2 | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Fafsa unveiling new streamlined application | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Financial planning | AI guess | Nothing found |
| Services | Service | Investment management | AI guess | Nothing found |
| Services | Service | Multi-generational planning | AI guess | Nothing found |
| Services | Service | Planned giving | AI guess | Nothing found |
| Services | Service | Planned giving simplified | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Private market investment | AI guess | Nothing found |
| Services | Service | Special needs financial planning | Confirmed | Business website, checked Sep 19, 2026 |
| Services | Service | Tax planning | AI guess | Nothing found |
| Services | Service | Trust services | AI guess | Nothing found |
| Links | Facebook | https://facebook.com/merceradvisors | AI guess | Our record |
| Links | Instagram | https://instagram.com/mercer_advisors | AI guess | Our record |
| Links | Website | https://www.merceradvisors.com/location/san-diego-sorrento-valley/?utm_campaign=yext_san-diego-sorrento-valley&utm_medium=organic&utm_source=yext?utm_campaign=yext&utm_medium=organic&utm_source=google_san-diego-sorrento-valley | Confirmed | Google Business Profile, checked Aug 18, 2026 |


## Services and prices

These are the 6 services Mercer offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Special needs financial planning |  |  |  | Confirmed |
| Defining high net worth 2 |  |  |  | Confirmed |
| Fafsa unveiling new streamlined application |  |  |  | Confirmed |
| Asset protection through diversification |  |  |  | Confirmed |
| Planned giving simplified |  |  |  | Confirmed |
| Decoding financial advisor designations |  |  |  | Confirmed |


### Known for

Reviews not read yet, back on Scan Day.


## The team

Nothing found


## Visiting Mercer

Address: 5348 Carroll Canyon Rd #200, San Diego, CA 92121, USA. Phone: (858) 750-4209. Hours: Mon to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:49 PM.)


### Location info from Google Business Profile

Business description, written by Mercer on its Google Business Profile: "For over 20 years, our team of San Diego-based CFA® and CFP® professionals has proudly offered tailored guidance to a wide range of families and businesses with complex financial situations. Multi-generational planning: Our team specializes in helping families manage and preserve their wealth, as well as navigate family dynamics and other complexities that may arise. Strong local presence: San Diego is home to many Mercer Advisors advanced planning specialists including investments, trust services, and tax. Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify."


### When to go

Busy times not read yet, back on Scan Day.


### Parking and getting in

Nothing found


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Carroll Canyon Rd & Nancy Ridge Dr | Bus stop | 2 min walk |
| Oberlin Dr & 5825 | Bus stop | 3 min walk |
| Youngstown Wy & Oberlin Dr | Bus stop | 4 min walk |
| Oberlin Dr & 5871 | Bus stop | 5 min walk |
| Mira Mesa Bl & Lusk Bl | Bus stop | 6 min walk |
| Mira Mesa Bl & Oberlin Dr | Bus stop | 6 min walk |


## Reputation

5.0 average across 5 reviews: Google 5. (Confirmed, read August 18, 2026.)

Mercer Advisors stands out for its personalized, pressure-free financial assessments and long-term planning expertise. (AI guess, from 5 reviews.)


### What people like

- Thorough financial assessments by Jonah and Patrick
- Excellent estate planning services


### What people do not like

Nothing found


### Press

No press story about Mercer found yet.


### Awards

None named yet.


### Directories

Directory listings not read yet.


## Recent updates from Mercer

Mercer hasn't posted an update here yet.


## Questions people ask


### genuinely, what is good about this one

No answer yet


### cheaper than this place in San Diego without it being sketchy?

No answer yet


### Worth the hype at Mercer?

No answer yet


### Any membership pricing at Mercer?

No answer yet


### is Define any better

No answer yet


### services here, what do people go in for?

No answer yet


### anyone tell me what a first visit here involves

No answer yet


### anywhere on Carroll Canyon to sit while I wait

No answer yet


### What financial planner questions is San Diego asking AI most?

No answer yet


### Saturdays at Mercer, are they open?

No answer yet


### Somewhere to park near Mercer?

No answer yet


### cancellation list here, is there one

No answer yet


### Are the hours on Google right for Mercer in San Diego?

No answer yet


### anything new from Mercer lately?

No answer yet


### Booking here, how does it work?

No answer yet


### best financial planner in San Diego

No answer yet


### how much is a first visit around here

No answer yet


## What AI gets wrong about Mercer

We ask Gemini and ChatGPT about Mercer. These are the answers that disagree with the record.

ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026.

No capture has disagreed with the record yet.


## The AI Score: 25 of 100

The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. Mercer scores 25, below the San Diego average of 27. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Mercer |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 36 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Nobody at all was recommended in the 2 answers we hold, so there is nothing to score. |
| Reviews & response | 12 | 37 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | 65 | Domain authority and editorial quality of the sources that attest to you. | Good |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 82 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 81 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good |

Full method: https://localairegistry.com/methodology


## How AI decides what to tell you about a financial planner

When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on.

That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today.

The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place."


## How to choose a financial planner in California, with or without AI

A few checks take ten minutes and tell you more than any rating.

- Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door.
- Read reviews that name a person and what they did. Vague praise is easy to fake.
- Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today.
- Ask for the price before you go, and ask what it includes.
- Where the work needs a license, ask whose license it is and look it up with California.


## How to read the marks on this page

- Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry.
- Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit.
- AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it.


## About the author

Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine.

- Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping.
- Industry: medical aesthetics, injectables, med spa operations and marketing.
- Disclosure: Local AI Registry sells services to business owners, including Mercer if it claims this page. That does not change what this page says. Every fact carries its source.


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Mercer |
| --- | --- | --- | --- | --- |
| Mercer Advisors - San Diego – Sorrento Valley | LocalBusiness | #business | https://www.merceradvisors.com/location/san-diego-sorrento-valley/?utm_campaign=yext_san-diego-sorrento-valley&utm_medium=organic&utm_source=yext?utm_campaign=yext&utm_medium=organic&utm_source=google_san-diego-sorrento-valley | Subject of this page |
| San Diego, California | City | #city | Nothing found | City Mercer is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it.


### Lists

- Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner
- Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego


### Nearby

- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /fresno: https://localairegistry.com/leaderboards/ca/fresno
- /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## Frequently asked questions


### What is AI search optimization for local business?

Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it.


### What is Local AI Registry?

The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free.


### How does this page help a business get recommended by AI?

Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next.


### Who writes the answers here?

Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so.


### I own Mercer Advisors - San Diego – Sorrento Valley. How do I fix something or rank higher?

Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work.


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJ7Vt_QzIH3IARumF8pXIjWPs (accessed Aug 18, 2026)
- [2] merceradvisors.com, https://www.merceradvisors.com/what-clients-ask/defining-high-net-worth-2/ (accessed Sep 19, 2026)
- [3] merceradvisors.com, https://www.merceradvisors.com/personal-finance/fafsa-unveiling-new-streamlined-application/ (accessed Sep 19, 2026)
- [4] merceradvisors.com, https://www.merceradvisors.com/trust-estate/planned-giving-simplified/ (accessed Sep 19, 2026)
- [5] merceradvisors.com, https://www.merceradvisors.com/investing/asset-protection-through-diversification/ (accessed Sep 19, 2026)
- [6] merceradvisors.com, https://www.merceradvisors.com/family-finance/special-needs-financial-planning/ (accessed Sep 19, 2026)
- [7] merceradvisors.com, https://www.merceradvisors.com/personal-finance/decoding-financial-advisor-designations/ (accessed Sep 19, 2026)
- [8] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)