# Edgar Salinas, CFP®, MBA

> Wealth Advisor at Perigon Wealth Management, LLC

Location: San Francisco, California, United States
Profile: https://flows.cv/edgarsalinascfpmba

Edgar has been in the financial services industry since 2007. His experience includes wealth management planning, executive compensation analysis, estate planning, investments, lending, insurance, and cash management, and 144 restricted stock and 10b5-1 plans.
 
He holds a CFP® (CERTIFIED FINANCIAL PLANNER™) certification awarded by the Certified Financial Planner Board of Standards.

Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Perigon provides investment advisory and related services for clients nationally. Perigon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.perigonwealth.com

## Work Experience
### Founding Engineer @ VizWealth
Jan 2020 – Present | San Francisco Bay Area
VizWealth provides a platform for financial advisors, wholesalers, and individual investors to automate the investment management process, win new business, and provide a new visual experiences for prospects and clients.

### Wealth Advisor @ Perigon Wealth Management, LLC
Jan 2020 – Present | San Francisco, California, United States

### Certified Financial Planner @ Equitable Advisors
Jan 2007 – Jan 2015


## Education
### Certified Financial Planner in Financial Planning and Services
The American College of Financial Services

### Master of Business Administration (MBA) in Business/Finance
The University of Texas Rio Grande Valley

### Bachelor of Science (BS) in Electrical Engineer
The University of Texas Rio Grande Valley


## Contact & Social
- LinkedIn: https://linkedin.com/in/edgarsalinas

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Source: https://flows.cv/edgarsalinascfpmba
JSON Resume: https://flows.cv/edgarsalinascfpmba/resume.json
Last updated: 2026-04-10