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Featured Business Financial Advisor in Livermore, CA
Livermore Financial Advisors
Meritage Wealth Advisory
1452 N. Vasco Rd #309
Livermore, CA 94551
“Blending your Life and Wealth”
Advisor Profile
Ken Perine CFP ®
Name:  Ken Perine CFP ®
Disclosure Link:
http://www.meritage-wealth.c...

About Meritage Wealth Advisory

At Meritage Wealth Advisory we help develop and implement customized plans to protect and grow your wealth so you can spend less time stressing and more time enjoying life.
We know you’re busy and your financial situation is complex. You’re looking for an advisor who sees the big picture, but can focus on what needs to be done. You’re looking for an advisor who can clearly explain your options so you can make smart decisions with your money. You’re looking for an advisor that will take the time to get to know what’s important to you so you can be confidant your interests always come first.
We help you answer questions like:
How much do I need?
How much can I afford?
How do I protect what I have?
How can I grow what I have, without taking more risk than necessary?
Working with us, you’re working with a Certified Financial PlannerTM committed to providing solutions that are in your best interest.
 

General Information

Gender:    Male
CRD#:    5579142
Firm CRD#:    147969
Insurance License#:    CA# 0H39524
States Licensed in:    CA
Years of Experience in Financial Services:    4.5
Number of Years with Current Firm:    4.5
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Stocks, Bonds, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care, Health, Annuity, Disability
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Tri Valley Estate Planning Council
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Hourly, Flat Fee, Commissions, Based on Assets
 
 
 
Prepared By: Ken Perine CFP ®

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