With over 40 years of experience, Margarita Perry provides personalized wealth management strategies for high-net-worth individuals and families, helping them preserve wealth, plan for the future, and build lasting legacies. With a deep commitment to personalized services, Margarita creates tailored wealth management strategies and customized wealth plans that help clients preserve what they have built, achieve their personal financial goals, and leave legacies for future generations.
As a Certified Divorce Financial Analyst® (CDFA®), Margarita brings specialized knowledge to help clients navigating the financial complexities of divorce, particularly women facing major life transitions. She helps them make informed decisions about asset divisions, retirement accounts, insurance needs, and long-term wealth planning, empowering them with clarity and confidence during difficult times. Her experience includes retirement planning, investment strategy, estate planning services, and legacy building. She focuses on customized wealth and retirement planning, guiding clients through key life stages with personalized strategies to help create financial security and achieve short and long-term financial goals.
Margarita also focuses on working with women nearing retirement, helping them take control of their financial futures through thoughtful, goal-oriented planning. She crafts strategies that reflect the realities women often face in retirement planning, such as longer life expectancy, career interruptions, or the need to manage wealth independently after the loss of a spouse or divorce. Her personalized wealth plans include retirement income planning, estate strategies, tax considerations, philanthropic giving, and legacy planning.
Her wealth management capabilities include portfolio construction, asset allocation, alternative investment strategies, liability management, special needs planning, and multigenerational wealth transfer. She frequently partners with her clients' attorneys, CPAs, and other trusted advisors to create cohesive, integrated wealth plans.
Margarita holds the Certified Divorce Financial Analyst® (CDFA®) and Certified Plan Fiduciary Advisor (CPFATM) designations. She is a Senior Portfolio Manager - Portfolio Focus and a member of RBC's prestigious Directors' Council. She has passed the Series 7, 52, and 63 securities exams and holds life and disability insurance licenses.
Margarita has been consistently recognized for excellence in her field. She was named Forbes Top Women Wealth Advisor - In State for 2025
As a native San Franciscan, Margarita is deeply engaged in her community. She has served on the Board of Directors for the Olympic Foundation and on the Finance Committee of the Olympic Club. She earned her bachelor's degree in psychology from San Francisco State University.
