Keywords |
investing, investment strategies, financial planning, financial advisor, San Francisco, Bay Area, Marin, North Bay, East Bay, South Bay, independent, personal financial advisor, CFA®, fee-only, CFP®, wealth planning, stock market, economics, market research, financial education, commentary, wealth management, S&P500, Nasdaq, stock options, tech stocks, financial planning tools, cash flow analysis, RIA, registered investment advisor
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Description |
Eric Linser, CFA is a Wealth Advisor with Perigon Wealth Management, a registered investment advisory (RIA) firm, based in San Francisco. Eric assists busy professionals and families align their money with their frantic lives through fiduciary planning and investment management. Eric and his team offer guidance to help savers grow their wealth & protect their assets.
Perigon Wealth Management is a SEC registered investment advisory firm that provides comprehensive portfolio management, investment advice, education, and fiduciary decision-making services. I encourage you to peruse Perigon Wealth's website: https://perigonwealth.com/
I hope you find enlightening education & commentary on this site, curated by Eric Linser. At no time should any blogs, writings, missives or anything contained within this site ever be constituted as offers, solicitations, or recommendations regarding securities or investment strategies, nor is it intended to predict or depict performance of any investment. Past performance is no guarantee of future results. No advice, of any sort, is being given nor should be implied.
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