Brian Mercado, CFP®, is a Certified Financial Planner at JSF Financial, LLC, where Brian has been since January 2013, transitioning from Operations to Portfolio Management and Financial Planning. Mercado specializes in providing comprehensive financial services to creatives and entrepreneurs within the entertainment industry. Prior experience includes roles as a Banking and Retirement Specialist at TradeKing, Claims Analyst I at Brown & Brown Insurance Services of CA-Anaheim, Wealth Advisor Intern at Crystal Cove Wealth Management, and Teller at Wells Fargo. Educational credentials include a Bachelor’s Degree with double emphasis in Finance and Risk Management & Insurance from Cal State Fullerton and a Certificate in Personal Financial Planning from UCLA Extension.
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