CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Founder and CEO of Perennial Pension
• Senior Financial Advisor

Bob Krieger is the founder and CEO of Perennial Pension and Wealth, Inc. After serving for 2 years as a retirement services specialist for Franklin/Templeton mutual funds, he moved to Merrill Lynch in 1996 to begin his practice as a full-service financial advisor, where he worked for 12 years. While innovative portfolio design and investment returns are important, Bob focuses on wealth issues at a deeper level for his clients. His purpose is to explore and analyze the complicated intricacies of each individual's and business' financial situation in order to design and deliver simple strategies. These strategies effectively help reduce taxes, increase portfolio efficiency, and augment the preservation of wealth for his clients. Bob's team of industry specialists has proven to be especially powerful in helping his business owner clients construct and execute their exit strategies.Bob Krieger, CEO of Perennial Pension & Wealth, was recently credentialed as an Accredited Investment Fiduciary ®(AIF®). He is one of only a few in the Sacramento area. As such, this designation allows him to help mitigate the liability that is faced by Trusts, Endowments, Pension Plans, etc. by providing guidance as to best practices that must be followed by those involved in these investment decision processes. By designing and implementing prudent processes and procedures, as an Accredited Investment Fiduciary®, Bob can help Trustees understand and handle the responsibilities and liabilities inherent in this role.Originally from Walnut Creek, California, Bob graduated with a Bachelor of Science degree in Physiology from the University of California at Davis. After exploring the medical field, his interest and passion in finance and business led him to the investment field. He holds many professional designations along with his vast experience helping our clients grow and protect their wealth. (CA Lic#0B94334)