Mercer Advisors
Brian Oberle is an experienced financial professional currently serving as Regional Vice President and Shareholder at Mercer Advisors since February 2022. Prior to this role, Brian held the position of Vice President at Goldman Sachs Personal Financial Management from June 2017 to February 2022. Brian's extensive background at Charles Schwab includes roles such as Mid-Atlantic Regional Director for the Managed Solutions Consulting Group and Northeast Regional Manager for Charles Schwab Investment Management, in addition to serving as a Senior Investment Consultant and Investment Consultant from 1994 to 2017. Brian holds a Bachelor of Science degree in Economics from George Mason University and is a CERTIFIED FINANCIAL PLANNER™, having completed the certification program at the College for Financial Planning in 2012.
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