Deiya Pernas

Vice President, Investment Solutions at The Bahnsen Group Hightower

Deiya Pernas's Professional Contact Details

Email (Verified)

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Get Email Address

(949) 877-5010

Location

Berkeley, California, US

Company

The Bahnsen Group Hightower

Person Seniority

Deiya Pernas's Current Company Details

The Bahnsen Group Hightower

Newport Beach, California, US • 8 Employees

finance

The Bahnsen Group at HighTower has built a stellar reputation delivering investment strategies and wealth management experiences. Our philosophy is our passionate commitment to the idea that a successful wealth management strategy comes from knowing our clients, and truly understanding their needs. Our vision is to be the highest quality provider of wealth management services to all those within our sphere of influence. We do not want to merely be great; we want to be extraordinary in the size and scope of our business, but, more importantly, extraordinary in the impact we have on our clients' financial lives. The Bahnsen Group views Wealth Management as the combination of Investment Management, Advanced Planning, and Relationship Management. Our Financial Concierge Services integrates each of these elements to provide clients a cohesive and holistic experience. These services are provided by a highly specialized network of professionals with whom we've spent months and years cultivating relationships. While many of our services are insourced (where we've added people and skills within our team), many services we outsource (while still quarterbacking) so our clients have their own "family office" working for them. These services and resources will further enhance the value of your Bahnsen Group experience.

Founded Year

2014

Organization Website

thebahnsengroup.com

Organization Languages

English

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