Robert D. Perussina, AIF®

As a senior consultant and advisor with WESPAC, Bob directs the Wealth Management Group for WESPAC Advisors. Prior to joining WESPAC, Bob held executive management positions at several financial services and software companies during the past three decades. He pioneered the SAFE Workshops, an in-depth series of employee education programs adopted nationally by large companies such as Nestle, Harris Digital, PG&E, and Beringer Wine Estates. He received his Bachelor’s Degrees in Environmental Biology and Economics from the University of California, Berkeley. Bob received his designation of Certified Financial Planner in 1982, and is currently an Accredited Investment Fiduciary. graduating from the AIF Capstone Program, offered through the Wharton School of Finance, University of Pennsylvania, West Coast Campus. Bob also holds a California Life Agent's license.