Andrea Hamilton, CFP™
Certified Financial Planner™
Comprehensive Financial Planning and investment management targeted at "Professional Women in Prime Time" working women in their peak career years, with retirement in their future sights. I offer a full range of investment options, with an emphasis on Environment, Social and Governance (ESG) or Sustainable Responsible Investment (SRI) allocation strategies.
Perigon Wealth Management
She focuses on aligning her clients’ values with their money and specializes in Environmental/Social/Governance—ESG—and Sustainable Responsible Impact—SRI—investing strategies.
Professional Focus and Services:
Comprehensive Financial Planning and investment management targeted at “Professional Women in Prime Time” working women in their peak career years, with retirement in their future sights. I offer a full range of investment options, with an emphasis on Environment, Social and Governance (ESG) or Sustainable Responsible Investment (SRI) allocation strategies.
- Financial Planning Association – Pro Bono Committee
- Women’s Environmental Network (WEN) of San Francisco
- East Bay Women In Business Roundtable (EBWIBR)
Education and Experience:
- MA, MJ, University of California- Berkeley
- Certificate, Personal Financial Planning, UCSC Extension Silicon Valley
Andrea holds two master’s degrees from University of California at Berkeley (Asian Studies and Journalism) and the Professional Certificate of Personal Financial Planning from UCSC Extension Silicon Valley. She holds the Certified Financial Planner® designation and takes seriously her fiduciary responsibility to clients. With a passion for comprehensive financial planning, Andrea aims to help her clients create future wealth and avoid costly errors through ‘Financial Good Housekeeping.’
- Annual participant in Oakland Pro Bon Financial Planning Clinic (This event, now in its 6th year, originated with our FPA chapter and is now nationwide)
- Annual Alameda Earth Day Community Event Participant
- Sierra Club member since I was in diapers, regular volunteer at trail work days, community clean ups
- Annual participant in Coastal Clean-Up days in September each year
Andrea Hamilton spent two decades covering international business, politics and investing as a reporter and foreign correspondent before becoming an investment advisor to work one-on-one with clients in 2007. She brings a cross-cultural experience to her practice, having lived and worked in many countries in Asia and Europe during her years as a foreign correspondent.
Andrea lives on the island of Alameda, and spends most of her non-working hours paddling and racing outrigger canoe on San Francisco bay or hiking in the hills with her husky Kayla. She’s an active volunteer with the Sierra Club, and a regular participant in annual Earth Day and Coastal Clean Up activities. She also volunteers with the Financial Planning Association’s annual Pro-Bono Financial Planning Day clinic.
The credentials CFP® and AIF® listed above bear trademarks.
Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended. For additional information, visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov and search Perigon’s CRD #131037.