Your Goals and Dreams, Our Guidance

Perry brings 14 years experience in the wealth management industry to the firm.  He started out in the industry at UBS in 2005 and then moved his practice to Morgan Stanley in 2009.  Perry specializes in serving the financial needs of high-net-worth individuals and institutions.  He works closely with tax advisors and estate attorneys to assist in our clients reaching their defined investment objectives.  Perry holds Series 7, 66 registrations and CA insurance licenses (0H27797).

Prior to working in the wealth management industry, Perry attended the University of San Diego where he graduated with a degree in Business Administration in 2004.  Outside of the office Perry enjoys working with various charitable organizations as well as serving as a Pop Warner football coach in La Jolla.  Perry lives in La Jolla with his golden retrievers, Chief and Red.

Dan Racicot brings 25 years of industry experience to the company.  Dan has worked for some of the world's most prestigious financial firms including Fidelity Investments, Charles Schwab, UBS, and Morgan Stanley & Co.  Dan acts as the portfolio manager with a specialization in risk management and global markets for high-net-worth individuals. He also assists in helping clients with their investment planning and tax-efficient planning needs.  With a strong background in individual stock and bond trading, we believe Dan brings a true asset management style that high net worth individuals demand.

Dan holds Series 7, 63, 66 registrations and CA insurance licenses (0E19751) as well as a PIM Portfolio Manager designation.  He graduated from Keene State College in 1998 with B.S. in Business Management. Dan also studied International Marketing at the University of Limerick in Ireland.  Dan is a sports enthusiast and loves the beach. He lives in Carlsbad, CA, with his four kids, Brady, Shea, Charlie, and Georgia.

Wells Fargo Advisors Financial Network is not a tax or legal advisor.

Conor graduated from Denison University in 2002, and earned an MBA from the New York University Leonard N. Stern School of Business in 2013 where he specialized in Financial Instruments and Markets. Prior to joining Marine Street Financial, Conor served as a Summer Associate in the Private Wealth Management Division of Goldman, Sachs & Co., in New York City.

He is a former United States Marine Corps infantry officer, and was stationed at Camp Pendleton, CA from 2006 to 2010.

Conor holds Series 7, 66, 24 registrations and CA insurance licenses (0K56292).

Charles has been an advisor at Marine Street since 2014. His primary role is serving clients as a Chartered Retirement Plan Counselor (CRPC). Prior to joining the team, he was a branch analyst intern in the Wealth Management division of Morgan Stanley Smith Barney.

He graduated Magna Cum Laude from the University of San Diego with a degree in Finance and International Business. During his free time, Charles enjoys surfing and reading the Wall Street Journal.

Charles holds Series 7, 66 registrations and CA state insurance licenses (0K70939).