Perigon Wealth Management, a San Francisco-based RIA with approximately $7.75 billion in client assets as of March 31, announced that it has acquired Creative Financial Planning of New York.
The team of Lisa Hayes and Daniel Gwizdak will become wealth managers and Partners at Perigon. They were formerly with Commonwealth Financial Network and have approximately $150 million in assets under management (AUM).
Perigon CEO Arthur Ambarik said their experience, passion and wealth management knowledge make the team a “perfect complement” to the firm.
“Together, Lisa and Daniel built an incredible relationship-driven practice that focuses on the needs of their community,” he said in a press release. “Lisa began her career in the wealth management industry to invest profits from her successful small business and welcomed Daniel to her team as a student intern.”
Hayes launched Creative Financial Planning in 1985 after a stint at an estate planning company. She became interested in financial planning when she operated a Hamptons-based cleaning service. Gwizdak served as an intern with the firm, joining full-time in 2007 and becoming the Chief Operating Officer in 2016.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.
