Perigon Wealth Management Taps Life Transitions Specialist Mary Ballin to Expand San Francisco Area Presence, Leading New East Bay Office

Mary Ballin, Wealth Manager

SAN FRANCISCO--()--Perigon Wealth Management is pleased to announce that Mary Ballin, CFP®, has joined the firm as a wealth manager and will be leading a new East Bay office as the firm expands its presence in the San Francisco Bay Area.

Ballin joins Perigon after almost 17 years at Private Ocean and its predecessor firm, Mosaic Financial Partners.

A financial advisor and Certified Divorce Financial Analyst with deep experience delivering personal financial advice to high-net-worth clients, Ballin has built a practice specializing in issues related to major life transitions, such as divorce or the loss of a spouse.

At Mosaic, Ballin was a co-founder of the firm's Women's Circles, helping to pioneer a series of ongoing discussion groups that served both clients and community members. Organized around money-related topics ranging from estate planning to education savings, the intimate events allow participants to raise questions and drive discussion in a safe, collaborative space.

"We know talented, experienced advisors like Mary have a lot of options, and are delighted she chose Perigon as a home for her clients," said Perigon CEO Arthur Ambarik. "Mary's deep expertise in complex financial planning matters, in particular with women and individuals going through a divorce, is a welcome addition to the Perigon team."

A Bay Area native, she serves on the Professional Advisor Leadership Council of the East Bay Community Foundation and the Professional Advisor Committee for the John Muir Health Foundation. She is also an active member of the Financial Planning Association and was past president of the Tri-Valley Estate Planning Council.

About Perigon:

​Perigon is a national wealth management firm founded in 2004. In January 2019, Perigon partnered with Merchant Investment Management with the joint goal of creating one of the leading registered investment advisory firms in the country. In just over a year, Perigon has more than doubled its assets under management to approximately $1.8 billion.

To learn more about Perigon and the Perigon team, please visit our website at www.perigonwealth.com.

Contacts

Dan Newhall, Head of Mergers & Acquisitions
dan@perigonwealth.com
415-637-1974

Release Summary

Perigon Wealth Management welcomes Mary Ballin as leading wealth manager of the new East Bay office in the San Francisco Bay Area.

Contacts

Dan Newhall, Head of Mergers & Acquisitions
dan@perigonwealth.com
415-637-1974