We're committed to your success!

The principal of Meritage Wealth Advisory, Ken Perine, is committed to helping you feel more confident about your finances and achieving your goals. Ken has a B.S. in Business Administration with an emphasis in Information Systems. He has passed the Certified Financial Planner™ exam and is currently a candidate for CFP® certification. In addition to his formal education in systems analysis and personal financial planning, he has extensive experience with process and quality system design and maintenance.

Prior to founding Meritage Wealth Advisory, Ken spent over twenty years as the third generation working in, and eventually running, his family's business. After careful planning and preparation, his family successfully completed the sale of that business. During that process, Ken realized how much he enjoyed financial planning and decided to start Meritage Wealth Advisory so he can help others achieve their financial goals.

Ken is an active member of the East Bay chapter of the Financial Planning Association and currently serves on the Career Development Committee. He is also a member of the Tri Valley Estate Planning Council. When not working, Ken and his wife enjoy hiking, mountain biking, and camping.

Can we help you achieve your goals? Contact us today to set up a free, no-obligation meeting to discuss how we can help.