Roman Mercado brings an analytical approach to wealth management. As an Investment Analyst Associate at Ducere Wealth, Roman supports the firm’s investment and planning operations through data management, portfolio reconciliation, and client reporting. He collaborates closely with advisors to deliver accurate insights and enhance the client experience through narrative-driven analytics and operational efficiency.

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Roman is currently an Honors Student at Saddleback College, pursuing an Associate of Science in Economics. He is an active member of the Phi Theta Kappa Honors Society and the Honors Program, with academic interests focused on financial markets, data analytics, and tax law. Roman aspires to build a career at the intersection of wealth management and tax strategy, integrating both disciplines to help clients achieve lasting financial success.

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Outside of work, Roman is known for his commitment to service and continuous learning and enjoys powerlifting, riding and working on his motorcycle, camping, hiking, and golf.