Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Topal is an investment advisor representative at Perigon Wealth Management, LLC, with a focus on providing financial planning services. Steven has been in the industry since January 2009 and holds the Series 65 license. Steven is also a partner at Prager Metis CPAs, LLC, an accounting firm, and is a board member and officer at MJHS Health System Inc. and Chairman of the Board at Menorah Nursing Home.
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
12/22/2022 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
IA
Issued 09/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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