COLLEAGUES

Perry Kotval, Colleague

Perry is an Analyst providing research & analytical support to the firm's principals. Since becoming a CERTIFIED FINANCIAL PLANNERTM professional in 1993, Perry has been actively involved in financial planning and investments in a variety of capacities, including over 10 years as founder and owner of Sonoma Capital Management, a boutique firm providing investment management services to physicians and other professionals.

Perry received a B.A in Economics from the University of Colorado, Boulder. He went on to earn an M.A. in Economics and an M.B.A. in Finance & Accounting, both from UC Davis.