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Perigon Wealth Management Expands Rafia Hasan's Role To Chief Operating Officer

PRIVATEAug 05, 2026•4 days ago

Position

Chief Operating Officer

Company

Perigon Wealth Management

Rafia Hasan
San Francisco

Description

Perigon Wealth Management has announced the expansion of Rafia Hasan's leadership role to include Chief Operating Officer responsibilities. This move aims to provide unified leadership across critical operational functions to support the firm's growth and enhance the advisor and client experience.

Company Information

Company

Perigon Wealth Management

Location

San Francisco, California, United States

About

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $4 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.

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