Merit Wealth Management

Merit Wealth Management

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The Merit Wealth Management Team:
Sandeep Madhavan, Private Wealth Advisor
Johny Makhijani, Financial Advisor
Byron Gega, Financial Advisor
Johny Wende, Financial Advisor
Madison Kautzman, Financial Advisor
Christine Shepherd, Financial Advisor
Doug Peterson, Financial Advisor
John Watson, Client Service Specialist
C. Renee Soria, Client Service Specialist
Lacey Rivello, Client Service Coordinator

07/07/2026

Happy work anniversary, Samantha! Thank you for your hard work, dedication, and the positive impact you make every day. We're grateful to have you on the team!

06/19/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

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Telephone

Address

Tustin, CA

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5pm