Welcome to Mercuri

Thank You for Visiting

We are Registered Investment Advisors with our headquarters in Corona, Southern California. We specialize in:

  • Comprehensive Financial Planning
  • Pensions and 401(k)s for Corporations
  • Group Health Plans
  • Portfolio Management
  • Risk Management Solutions
  • Retirement Solutions
  • Estate Planning
  • Ongoing Financial Education for Our Clients


How to Grow in Tough Times
How to Grow in Tough Times

Here is some food for thought: There is never a time when it is impossible to grow your money. In prosperous times when the streets seem to be littered with gold, ...


 
Your Portfolio With Mercuri
Your Portfolio With Mercuri

At Mercuri, we take your portfolio seriously, which is why our unique way of handling your file has received raved reviews from our clients. We like to call our approach "The ...


Words From Our Clients

  • “My company has benefitted tremendously from the awesome investment management by Mercuri. These guys are good!”

    Mark D. / C.E.O. The Mind Firm / Newport Beach, CA

  • “All I can say is this… call Frank.  A lot of my colleagues weren’t able to retire but not me. I can truly say that working with Mercuri Management saved my retirement. Period.”

    Donald Y. / San Diego, CA

  • “I used to be terrified of even talking about my financials with anyone, but the team at Mercuri put me at ease.”

    Deandra R. / Ontario, CA

  • “Working with Frank and his team was amazing. I have recommended them to many friends and family members.”

    Susan K. / Corona, CA