Susanna's Bio
Susanna was born in Hong Kong and raised in Boston, where she started her career in financial services and met her husband. After working in relocation and human resources, and living in different countries, she found her passion in empowering others during her time abroad.
She is excited to call California her new home and joined Perigon in 2022 with the vision to help others achieve their life goals. Servicing the Irvine office as a Private Client Associate by day, and studying for her CFP® by night, she also loves spending time with her family and figuring out how to fit in the odd items on her bucket list e.g. guitar, permaculture and Lindy Hop lessons.
Susanna's Team
Andrew Bellak
Partner | Wealth Advisor
Doug Wheat, CFP®
Partner | Wealth Advisor
Gregory Wendt, CFP®
Senior Wealth Advisor | ESG & Impact Investing Strategy
Kathy Armstrong
Private Client Associate
Kristina Regan
Wealth Advisor
Susan Bain Bellak
Team Communications Director
Susanna Pinto
Private Client Associate