Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation and planning and portfolio management. Tim's focus is to ensure clients reach their financial goals and objectives.
Tim began his securities experience in 2011 while working for Girard Securities, Inc. There, he served as a Senior Operations Associate where he managed accounts for the firm’s approximately 300 advisors. He also served on the firm's Alternative Investment review board for several years.
Tim earned his Bachelor of Arts degree in criminology from California State University San Marcos and his Masters’ degree in Business Administration with an emphasis in finance from Ashford University. In his spare time, he manages an equine business together with his wife Kaitlin at their home in Escondido, CA They currently have 13 horses on the property. Tim is also an avid UFC fan, golfer, and ultra-marathon runner. But his biggest joy comes fro being a father to his 4 year old daughter Madison and 4 month old son Casey. Tim looks forward to being a part of the Perigon team.