Andrea Marguerite Hamilton, CFP^®

Wealth Advisor

Perigon Wealth Management LLC

201 Mission St, Ste 1825
San Francisco, CA 94105-8121

+ 1 More Location

Perigon Wealth Management LLC

1990 N California Blvd, Suite 612
Walnut Creek, CA 94596

FINANCIAL ADVISOR'S WEBSITE

https://www.perigonwealth.com/get-to-know-us/your-team/andrea-hamilton-cfp/

(415) 430-4145 CONNECT WITH Andrea

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I aim to be transparent in my practice. I am paid only by my clients. I do not receive commissions, incentives, referral fees or any other compensation from any other source.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Perigon Wealth Management

General

Andrea Hamilton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Perigon Wealth Management LLC in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

My clients are actively engaged with their families, their careers, their communities. They care about what their money is doing as well as as how to grow and preserve it. I enjoy working with them to craft a life strategy for fulfilling their goals and knowing their money is aligned with their values.

Financial Advisor Experience

I have been working as an investment advisor and financial planner since 2007. I have specialized in Sustainable Responsible Impact (SRI) , or values-based investing since 2012.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I aim to be transparent in my practice. I am paid only by my clients. I do not receive commissions, incentives, referral fees or any other compensation from any other source.