Margarita Perry - RBC Wealth Management Financial Advisor
Business details
- Category
- Financial Services · Financial planner, Financial consultant, Investment service
- Address
- 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904
- Phone
- (415) 445-8480
- Website
- us.rbcwealthmanagement.com
- County
- Marin County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
At Margarita Perry - RBC Wealth Management Financial Advisor, we help families and individuals in Greenbrae and across Marin County build and protect their financial futures with clear, personal guidance. We work as financial planners and investment consultants, helping you understand where you stand today and where you want to go, from investment strategy to long-term planning.
Our approach starts with listening, so every recommendation is tailored to your goals, your timeline and your comfort with risk. We aim to make complex financial decisions feel manageable, with plain-language explanations at every step.
Whether you are planning for retirement, growing your investments or simply looking for a second opinion, we are here to help you move forward with confidence.
Learn more and get in touch through our website.
Our approach starts with listening, so every recommendation is tailored to your goals, your timeline and your comfort with risk. We aim to make complex financial decisions feel manageable, with plain-language explanations at every step.
Whether you are planning for retirement, growing your investments or simply looking for a second opinion, we are here to help you move forward with confidence.
Learn more and get in touch through our website.