BACKGROUND & PLANNING FOCUS
Get to know Ana.
Ana Mercado helps families and professionals coordinate investments, cash flow, retirement preparation, and tax considerations. She joined EP Wealth in an operations role before moving into advisory work, bringing familiarity with the details of client service. Her approach emphasizes education, clear communication, and consistent follow-through as financial priorities change.
- Reported firm
- EP Wealth Advisors
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
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Know where the information comes from.
Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The official biography is in the Torrance office directory and explicitly identifies the Torrance, California office.
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