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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

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

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home
Investment Types:    Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Minimum Portfolio Size for New Managed Accounts:    $50,000
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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