Rachel F. Elson

Employer firm

Perigon Wealth Management, LLC CRD 131037

$11.3B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2020 → Present
  Perigon Wealth Management, Llc
  San Francisco, CA
• 07/2019 → 06/2020
  Perigon Wealth Management, Llc
  San Francisco, CA
• 10/2018 → 01/2020
  Self Employed
  San Francisco, CA
• 11/2016 → 09/2018
  Meredith (Formally Time Inc.)
  New York, NY
• 07/2015 → 11/2016
  Time Inc.
  New York, NY
• 01/2019 → 05/2020
  Student
  San Francisco, CA
• 06/2020 → 11/2020
  Perigon Wealth Management, Llc
  San Francisco, CA

Other Businesses

So Percussion. Not investment-related. 20 Grand Ave., #205, Brooklyn, NY 11205. Percussion based music organization that creates/presents works and educational initiatives to students. Board member/treasurer. 01/2020. Three hours per month. One hour per month during trading hours. Provide advice on strategic vision and tactical issues and provide oversight of bank statements, budgets, and cash flow.

Designations

• Certified Financial Planner