Kenneth Perine (CFP)

Kenneth Perine focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial Planning 

While we know that things change, we believe that without a plan you’re unlikely to get where you want to go.   As your circumstances change, we’ll be there to help you make the necessary adjustments and keep you on track.

Investment Management

We help develop and implement an investment strategy designed to provide the level of growth you need, while taking no more risk than necessary.  We provide help with asset allocation, investment selection and tax management.

Exit Planning

As a business owner, one day, one way or another, you will leave your business.  We help you prepare to do that on your terms.   Whether that means leaving the business to the kids, selling to a third party, or turning off the lights and walking out the door, we can help get you ready.

401k

Many business owners realize that in order to attract and retain the best people they need to offer a competitive benefit package.  We help business owners make sure they’re offering great investment options to their participants and staying in compliance with all the requirements that come along with offering a plan.

Additional Information

Ken Perine is a Certified Financial Planner® and the founder of Meritage Wealth Advisory.   In his “previous” life, he was the third generation running his family’s business.  After three generations, it was decided that the best thing for his family was to sell.

Taking his family through that process opened his eyes to the power of financial planning and makes him uniquely qualified to help other business owners as they plan for their financial independence.

NAPFA Start Date

September 17, 2018

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This Office

1452 N. Vasco Rd. #172 Livermore, CA 94551 Phone: (925) 292-5936