Ana Mercado, CFP®

Vice President, Advisor

Torrance, California

Contact Ana

Ana works with families and professionals to align their finances and investments with their long-term life goals. She provides coordinated planning across cash flow, retirement, and tax considerations, with an emphasis on clear communication and consistent follow-through.
Ana joined EP Wealth in 2011 and advanced into an advisory role after supporting the firm in several operational positions. Prior to EP Wealth, she gained experience in mortgage lending and hedge fund trade operations. She earned a Bachelor of Science in Business Administration from California State University, Long Beach, and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Ana takes a practical, collaborative, and education-focused approach to financial planning. She helps clients navigate complex decisions and builds flexible strategies designed to evolve as their lives and priorities change.
Born and raised in the South Bay, Ana lives in Hawthorne with her husband and two children. Outside of work, she enjoys spending time with her family, AYSO soccer, and movie nights.