Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Michelle George is a financial advisor at Perigon Wealth Management, LLC. Sarah has a background in finance and holds the Certified Financial Planner designation. She is registered with the state of California as an Investment Advisor Representative. Sarah works with individuals, families, and businesses to help them achieve their financial goals. She is passionate about helping clients understand their finances and develop a plan for the future. Sarah has experience working with clients of all ages and income levels.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/13/2024 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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