Ken Perine CFP
Meritage Wealth Advisory

Tel: (925) 292-5936
1452 N. Vasco Rd #309
Livermore, CA 94551

Blending your Life and Wealth

Meritage Wealth Advisory | Financial Advisor in Livermore ,CA

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.

4.5 Years of Experience


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General Information

Firm Start Year:   2008
No.of Employees:   1
Insurance License#:   CA# 0H39524
States Licensed in:   CA
Number of Years with Current Firm:   4.5
I work with the following types of clients:   Individual Investors , Businesses


Services

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


Qualifications & Memberships

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 and Fees

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



Faqs

  • What are your qualifications? What is your education background? Ken is a Certified Financial Planner? or CFP. He earned this designation through experience, education, and passing a rigorous 10 hour exam. Ken has a B.S. in Business Administration and holds California Insurance License #0H39524.
  • What is your approach to financial planning? At Meritage Wealth Advisory we take a comprehensive approach to wealth management that simplifies your life and gives you confidence and peace of mind.
  • What services do you offer? At Meritage Wealth Advisory we know your concerns aren?t limited to your investments, so we don?t just provide investment management, we provide wealth management. We define that as a combination of financial planning, investment consulting, and coordinating your team of advisors.
  • Will you be the only person working with me? We are a small firm with a limited number of clients. Our service is customized and personal. If you like having to explain your situation to someone new every time you call, we're not a good fit!
  • How are you compensated? How will I pay for your services? In the areas of financial planning and investment consulting, the only compensation we receive is the fee you pay us. If you need insurance and would like to get it from us, we may receive a commission for that.
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Disclosures

Ken Perine CFP

Ken Perine CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM