Broker Check

1243 Alpine Road
Suite 219
Walnut Creek, CA 94596

Mercer Putney Financial Advisors

(925) 932-4700

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Don Faul, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Managing Director

(925) 932-4700

(866) 531-7651

Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families...

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Charles "Chuck" Putney, EA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢, Enrolled Agent

(925) 932-4700

(866) 531-7651

Chuck Putney grew up in Missoula, Montana and Seattle, Washington. After a career in engineering, management and management consulting, he entered the tax and financial services industry.

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Karla McQuain

Director of Client and Community Services

(925) 932-4700

(866) 531-7651

As our Director of Client and Community Services, Karla is at the center of the action here at Mercer Putney Financial Advisors. In the office, she may be that friendly voice on the phone or that determined service manager making...

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Jeremy Olen, CFA

Chief Investment Officer, The Financial Services Network

Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of...

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Jeff Schnoebelen

Portfolio Engineer, The Financial Services Network

Jeff joined The Financial Services Network and Strategic Wealth Advisors Group in 2008 after spending several years managing institutional money at State Street in the International Hedge Fund and Mutual Fund Index. A graduate of CSU...

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