Ken Perine

Practice

Hi. My name is Ken Perine, CFP® and I’m the founder of Meritage Wealth Advisory. In my “previous” life, I was the third generation running my family’s business. After many conversations, it was decided that the best thing for our family was to sell. Taking my family through that process opened my eyes to the power of financial planning. Without our careful planning, we might not have received full value for our business. We might have paid more in taxes and we may have not been able to transfer the wealth we created to future generations as efficiently. Taking my family through the process, it occurred to me that there were lots of business owners out there that were going to want to exit their businesses and that they too would want to get everything they deserved for all of their efforts in building their businesses. Inspired to help them succeed, I founded Meritage Wealth Advisory. I’m an active member of NAPFA, the National Association of Personal Financial Advisors. I’m a past President of the Tri‑Valley Estate Planning Council and a past President of the Rotary Club of Livermore and their charitable foundation, the Rotarian Foundation of Livermore. When I’m not helping clients and serving professional and fraternal organizations, I enjoy camping, mountain biking, and hiking with my wife Gina, and our dog Earl. I also enjoy a good meal and a glass of wine with friends!

Areas of work

• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.