Who We Are

The founder, Ken Perine, spent over twenty years as the third generation, working in and eventually running a family business. He has a thorough understanding of the additional complexities of running a family business. Ken earned a B.S. in Business Administration with an emphasis in Information Systems from San Diego State University. In 2006, he completed with distinction the Personal Financial Planning Certificate program through U.C. Berkeley. In July of 2007 he passed the Certified Financial Planner™ exam and is currently a candidate for CFP® certification. After successfully completing the sale of the family business, Ken started Meritage Wealth Advisory with the hope of being able to help others achieve their life goals.

When not working, Ken enjoys hiking with his wife Gina and their dogs, mountain biking, and camping. He enjoys reading, watching movies, and listening to music. In his spare time, he is trying to straighten out his drives and figure out which wines pair best with his favorite foods.