Team
Brian Mercado
Wealth Advisor | Investment Advisor Representative
Brian@elevation-wealthadvisors.com
As a Certified Financial Planner™ since 2016, Brian built a modern, forward-thinking wealth management practice designed for today’s creatives, entrepreneurs, and professionals.
Brian specializes in working with individuals in the entertainment industry - executives, business affairs professionals, writers, editors, producers, musicians, managers, and actors. These clients don’t follow a one-size-fits-all path, and neither does he. Brian understands the complexities they face from unpredictable income streams to tax optimization and business planning. He creates personalized strategies that align with their unique careers and lifestyles.
By integrating modern technology and the latest industry research, Brian delivers clear, actionable insights that help clients feel confident in their financial decisions. His approach is built on transparency, creativity, and proactive planning - empowering clients to navigate an ever-changing financial world with clarity and control.
Raised in Temple City, California, Brian completed his undergraduate degree at California State University, Fullerton. He holds a bachelor's degree in Business Administration with concentrations in both Finance and Risk Management & Insurance. Brian also earned his certificate in Personal Financial Planning from UCLA and a CFP, Certified Financial Planner.
When not working with clients, you’ll find him enjoying family life and soaking in the energy of the game. Whether it's Dodgers, Lakers, Ducks, or 49ers, he has a passion for live sports and cherishes time with loved ones.
Melissa Mercado
Operations Manager
melissa@elevation-wealthadvisors.com
With over 15 years of experience in the financial industry, Melissa brings a deep commitment to exceptional client service and operational excellence. Whether she’s assisting with opening new accounts, coordinating money movement, or planning the next client event, Melissa strives to ensure that every interaction is thoughtful, seamless, and personalized.
Before joining EWA, Melissa managed relationships with both individual and business clients at 1st Century Bank, where she specialized in addressing day-to-day banking needs and provided custom tailored lending solutions. Her hands-on experience and client-first mindset make her an invaluable resource for both our team and the clients we serve.
Melissa is passionate about creating a client experience that is not only efficient but also truly exceptional—every detail matters.
Outside the office, Melissa holds the title of Chief Mercado Family Officer, expertly juggling life with her two energetic kids, Gianna (5) and Caleb (1). Her multitasking skills and calm under pressure serve her just as well at home as they do in the office.