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Sign in Important information
Home
About
- About me
- The RBC Wealth Management difference
Contact
Wealth planning
Offerings
Retirement
- Retirement income planning
- Retirement distribution options
Business owners
- Business owner financial services
- Owner-only 401(k) plans
Resources & tools
- RBC Wealth Management Online
- Insights

A comfortable retirement starts with a personal income plan

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Margarita Perry, NMLS # 558341 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Margarita Perry, NMLS # 558341 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Margarita Perry, CPFA®

Senior Vice President - Financial Advisor,
Consulting Group

Phone: 415-445-8480

Taylor Wood

Senior Registered Client Associate

Phone: 415-445-8479

Address

Marin
300B Drakes Landing Rd, Suite 155
Greenbrae, California 94904
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