My wife and I just finished a financial plan project with Ken Perine and it couldn't have gone better. Ken is empathetic, calm, smart, trustworthy, and a good listener; and we plan on using him...
Meritage Wealth Advisory
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Meritage Wealth Advisory is a trusted financial planning firm in Santa Rosa, CA, dedicated to helping successful business owners achieve a happily retired life by providing personalized solutions and expert guidance.
With a team of Certified Financial Planners, Meritage Wealth Advisory offers comprehensive wealth management services, including investment advice, retirement planning, and exit strategies, ensuring clients' financial goals are met while minimizing risks and maximizing peace of mind.
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Reviews

Ken is extremely knowledgeable, profesional, and honest advisor. Is was a pleasure speaking with him.

When it comes to planning my financial future I'll be the first one to tell you that I haven't got a clue. So when my father asked me for assistance I turned on my computer and started looking. Of...