Dave Mertz

Vice President, Wealth Advisor, J.D., CFP®, AIF®
Toll Free:
888-643-3133
Local:
949-502-0050
Fax:
949-502-0048

Client Services Specialist

Judy Baba

Phone: 949-428-0458

Dave Mertz is a Vice President and Wealth Advisor (Series 65) at Index Fund Advisors, Inc. Dave has been providing financial advice to clients for over 30 years and is an attorney licensed in Arizona (inactive), a Certified Financial Planner (CFP®), an Accredited Investment Fiduciary (AIF®), as well as a former University of California, San Diego Extension Education Department of Business and Management Professor.

Dave specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees.

Dave understands that not all clients share the same knowledge regarding the investing process. He skillfully identifies clients' needs and educates them about the benefits associated with a passive investment strategy—creating peace of mind as well as a comprehendible financial solution to assist clients in reaching their financial goals.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity