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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sparolini is a registered investment advisor representative with Perigon Wealth Management, LLC. Stephen is a Series 65 licensed professional, having passed the Uniform Investment Adviser Law Examination on July 21, 2008. His professional experience includes prior roles with Fisher Investments in Woodside, CA. Stephen's professional specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Financial Planning, and Pension Consulting. Stephen's firm, Perigon Wealth Management, LLC is located in San Francisco, CA.
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
04/22/2022 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
IA
Issued 07/21/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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