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People · Advisors
Raul Palma — Regional Vice President · Mercer Advisors · Los Angeles, California, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Raul Palma joined Mercer Advisors in 2025. He works with prospective clients to understand their financial goals and connect them with suitable advisers and resources. Before Mercer, he spent nineteen years at Charles Schwab, primarily as a Senior Financial Consultant, followed by three years as a Director supporting the growth of wealth-management services in Los Angeles. He is a CFP professional and holds a BS in Information Systems from Westwood College of Technology.
Experience
Regional Vice PresidentCurrent
Mercer Advisors · Los Angeles, California, United States
Jun 2025 – Present
As a Regional Vice President at Mercer Advisors, I work closely with prospective clients to understand their financial goals and challenges. My role is all about helping individuals and families see how Mercer’s holistic, family-office approach can support their long-term financial success. I take pride in connecting people with the right advisor and the right resources—ensuring they’re set up for success not just today, but for the years ahead. In addition to working directly with clients, I help lead regional growth by supporting our advisors, building strategic partnerships, and expanding Mercer’s presence throughout the area.