Mera Tawfik-Oshana, AIF®

Wealth Advisor, President




Phone: (650) 814-0536



Mera Tawfik-Oshana has been working in the financial services industry for 25 years. She has always been interested in investment strategy, wealth planning and above all, assisting others in pursuing their financial goals. Mera spent the first 20 years of her career working for some of the largest wealth management firms in the country before opening up her own private practice. At Vertex Wealth Management clients get full commitment and focus, knowing their advisor is focused solely only on the client's best interest.

She is an Accredited Investment Fiduciary (AIF) and holds the FINRA series 7, 66, 63 securities registrations with LPL Financial. She also has state insurance licenses allowing her to provide protection to her clients. She is committed to assisting her clients with all their financial planning needs and giving them the best recommendations backed by clear and logical explanations that her clients can understand. Mera is dedicated to giving her clients her focus , full transparency and access to comprehensive strategies in the marketplace .

Mera lives in the bay area/silicon valley and has clients all across the US.  She resides in Los Gatos with her husband and three sons. Outside of her love for investment planning, she is interested in travel, the arts, fashion and technological innovation.