{"id":"1c22bcb8-d32e-4d4a-a65b-cfbf42736069","name":"Perigon Wealth Management","url":"https://citybotmagic.com/us/ca/san-francisco/perigon-wealth-management/","api":"https://citybotmagic.com/api/v1/us/ca/san-francisco/perigon-wealth-management.json","category":"financial_service","categoryLabel":"Financial Service","group":"services_and_business","groupLabel":"Services & Business","address":"201 Mission St  Ste 1825","city":"San Francisco","state":"CA","postcode":"94105","lat":37.791034,"lon":-122.394761,"phone":"+18779772555","phoneDisplay":"(877) 977-2555","website":"https://www.perigonwealth.com","socials":[],"description":"We believe financial advice should be as personal as your story. We build a plan that moves with you, toward the life you are building.","services":["It's hard to commit when you can't see the whole thing","Tax planning","Investment management","Estate planning","Equity compensation planning","Retirement planning","If you can't answer these, the plan isn't done yet","Clarity","Strategy","Partnership","Frequently asked questions","People outgrowing their investment strategies","Building-block approach","Alternative investments and private placements","Direct indexing","Impact and ESG investing","Low-cost lending solutions","Rafia Hasan CFA, CFP®","Chief Investment Officer and Chief Operating Officer","Scott Yi, CFA®","Partner, Wealth Advisor, Head of Alternative Investments","Bud Sturmak, CFP®","Partner, Wealth Advisor, Head of Impact Investing","Analyze","Build","Manage","The hardest part of legacy planning isn't financial","Wealth transfer strategy","Philanthropic planning","Family conversations"],"websiteChecked":"2026-10-14","sources":[{"dataset":"BrightQuery","license":"CDLA-Permissive-2.0","updated":"2026-09-17"}]}