Carley Peraza

Client Services Manager
(925) 942-4654

I have over 18 years’ of experience in the banking and investment industry. I started my career in the retail banking setting and have been working in practice management and client service for the last 8 years. I hold my Series 7, 6, and 63 securities registrations through LPL Financial and the Series  65 registration through Heffernan Financial Services.  I live in San Diego with my husband, 2 children and many pets! We enjoy camping and exploring new places together.