Our Professionals

Founder & Principal Wealth Advisor

Casey Mervine is the Founder and Principal Wealth Advisor of WesCal Wealth, with more than 30 years of experience in the financial services industry. Over his 29-year tenure at Charles Schwab, Casey served in senior advisory and leadership roles, including Private Wealth Advisor, Vice President and Senior Financial Consultant, and Branch Manager. He worked directly with high-net-worth individuals and families to build investment strategies, guide asset allocation decisions, and create financial plans aligned with their long-term goals.

Casey’s practice has always emphasized comprehensive, tax-aware planning and investment advice tailored to each client’s life stage and priorities. In addition to his advisory work, he held educational and spokesperson roles, serving as Schwab’s public face in Southern California across major media outlets including KCAL (CBS), ABC News Now, OC Register, LA Times, Voice of America, Huffpost News, Worth Magazine, TheStreet and others. He was a featured speaker at national conferences and quoted in publications such as the Los Angeles Times, Worth Magazine, and the Christian Science Monitor.

Casey holds the Certified Wealth Strategist® (CWS®) designation, which reflects his advanced expertise in addressing the complex needs of affluent clients. The CWS® program blends technical proficiency in areas such as estate planning, tax strategy, and multi-generational wealth transfer with consultative communication skills and scalable practice management. This training has further strengthened Casey’s ability to engage clients as a trusted partner across all aspects of their financial lives. He also completed the CFP® professional education program and holds FINRA Series 7, 8, 9, and 10 licenses.

Casey founded WesCal Wealth to return to the personal, high-integrity service model that first drew him into the industry. Rather than pursue growth for its own sake, he designed a firm where every client receives direct, individualized attention from an experienced advisor who values long-term trust over short-term transactions. Today, he works with clients who have $1 million or more in investable assets, helping them navigate complex markets and plan with purpose across generations.

Executive Director, Client Services

Boni Yanagisawa brings an extraordinary blend of discipline, creativity, and operational experience to her role at WesCal Wealth. Born and raised in Southern California, Boni grew up working in her family’s nursery and landscaping businesses, where she learned early the values of hard work and resilience. That upbringing, shaped by her Japanese and Caucasian heritage, inspired her lifelong belief that life is what you make of it—and that success begins with service, discipline, and personal growth.

A natural leader, Boni co-founded a karate school, and earned international recognition in competitive black belt Karate tournaments. That journey led her into the film industry, where she built a distinguished 25-year career as a professional stuntwoman and actress. She worked on major films and television, is a SAG-AFTRA member, and a member of the Academy of Motion Picture Arts and Sciences.

Outside of entertainment, Boni is an experienced business owner and investor. From 2002 to 2016, she ran her own corporation, and today manages several privately owned investment properties. Her background includes real estate acquisition and sales, investment valuations, and complex financial transactions—experience that directly supports her leadership in client service at WesCal Wealth.

As Managing Director of Client Services, Boni ensures every interaction is efficient, thoughtful, and grounded in real-world financial understanding. Her calm under pressure, attention to detail, relationship orientation, and deep care for clients make her an indispensable part of the WesCal Wealth team.