Wealth management for high-net-worth individuals, families, and institutions. Co-founded Marine Street Financial in 2013.
Perry Bacon is the President of Marine Street Financial, with more than 20 years of experience in wealth management.
He specializes in the complex financial needs of high-net-worth individuals, families, and institutions, working closely with clients, tax professionals, and estate planning attorneys to build wealth management strategies tailored to each client's goals.
Perry began his career as a Financial Advisor with UBS in 2005 before joining Morgan Stanley in 2009. In 2013, he co-founded Marine Street Financial with a commitment to personalized advice, disciplined investment management, and exceptional client service, an approach shaped by his experience navigating a wide range of market environments.
Outside the office, Perry is a dedicated supporter of local charitable organizations and a longtime youth sports coach, including his time coaching Pop Warner football in La Jolla. He lives in La Jolla with his wife and their golden retriever, Red.
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