Financial planning associate Sarah George is a Candidate for CFP® professional certification. Sarah joined Perigon in early 2021 while completing a CFP® professional accredited program. She plans to sit for the CFP® professional exam in March 2023. Given her...
Gama (short for Gamaliel) is a financial planning associate at Perigon Wealth Management. A Tucson native, he now works with the San Francisco-based Perigon team, helping clients plan for their futures and achieve their financial goals. He earned his B.S. in Personal...
Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, Brooklyn and...
Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide...
Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options. Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating...
Kolby's BioKolby joined Perigon in late 2021. She is a natural at helping people and creating efficiencies to make their lives easier and save them time. Kolby was raised in the midwest and recently moved to San Francisco from NYC. In her free time she loves making...
Doris's BioBorn, raised and lives in San Francisco, CA Doris joined Perigon Wealth Management team in 2013, bringing with her over 16 years of financial industry experience. Doris has a genuine passion to service clients’ queries and needs in all aspects of financial...
Dean's BioDean Kuhlkin serves as a Wealth Advisor at Perigon. He has over 20 years of experience in fixed income and equity markets, most recently at Deutsche Bank where he was Managing Director and Chief Operating Officer for US Fixed Income Sales. Prior to this at...
Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon. Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of...
Chris earned her CPA credential in 1982 after graduating Summa Cum Laude from Indiana State University. She added CERTIFIED FINANCIAL PLANNER™ to her credentials in 1989. She was the owner of recently acquired Baker & Associates. Chris is now a partner with Perigon...
Sheetal is a CERTIFIED FINANCIAL PLANNER™ Professional and also holds a NASAA Series 65 license for investment advisors. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune...
Christina brings a broad base of experience to her role supporting advisors. Before joining us she was a registered associate at Morgan Stanley where she supported five advisors and prior to that was a financial consultant with Scottrade/TD Ameritrade. Christina is...