Bill Gordon works with tech executives and business owners to attain and maintain financial independence. Based in Burlingame, California in the heart of Silicon Valley, Bill works as a 100% fiduciary to serve his clients as their full-service personal CFO. Bill’s...
Bill Rackley joined Perigon recently in order to leverage the company’s resources and opportunities to collaborate with specialists on behalf of his clients. He started his career as a Financial Advisor at Merrill Lynch’s San Francisco office in 2003 and then...
Brad joined Perigon in March of 2024 as a Financial Planning Associate and serves our Michigan team's Corporate Retirement Plan clients. Brad serves as a key point of contact for many employers and participants of corporate retirement plans, helping deliver a 'best in...
Branden graduated from University of California Irvine with a double major in business economics and sociology, while at the same time competing as a cross country athete. Following graduation, Branden worked at Fidelity Investments as an Investment Consultant. While...
Brian joined Perigon in 2024 as the Director of Operations. He came to Perigon with 25 years of industry experience, having spent the prior 16 years leading operations teams, technology evaluations & implementations, and M&A integrations. Brian is originally...
Brian joined Perigon Wealth Management in September 2023 and is a Private Client Associate. He brings a passion for finance and is a graduate of Lewis & Clark College, where he majored in Economics. He also played on the NCAA basketball team for Lewis & Clark...
Brian is a Private Client Associate at Perigon and has been with the firm since its founding in 2004. With over 20 years experience in the financial industry, Brian truly loves the culture at Perigon and working with his colleagues. A job well done and a happy client...
Joining Perigon in 2023 as a Wealth advisor and Partner, Bryce brings over a decade of experience helping clients navigate the capital markets, corporate benefit plans, and household financial planning. Bryce employs an analytical eye for process in building...
Bud is a financial advisor with more than 25 years of experience working closely with individuals, families, non-profit organizations and corporations. As Head of Impact Investing, Bud is responsible for the oversight of Perigon's sustainable investing strategies,...
Chris earned her CPA credential in 1982 after graduating Summa Cum Laude from Indiana State University. She added CERTIFIED FINANCIAL PLANNER™ to her credentials in 1989. She was the owner of recently acquired Baker & Associates. Chris is now a partner with...
Chris started in the financial services industry nearly 20-years ago with Diversified Investment Advisors, now a part of Transamerica Retirement Solutions. While working out of their San Francisco office, she created an award-winning database tool that streamlined and...
Chris has been a Financial Advisor for over 25 years. He specializes in wealth management, financial planning and family dynamics. His clients turn to him as their trusted family CFO and key advisor in all financial (and some family) matters. “I find myself talking...