TRUSTED FINANCIAL ADVISOR

Trusted • Verified • Professional

Ms Marina Perry CFP

Ms Marina Perry CFP

Morgan Stanley

411 Borel Ave Ste 220, San Mateo, CA

90% Trust Score
Compensation
Commission and Fee
Min. Assets
$500,000
Languages
Spanish, English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Intergenerational Planning

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