LPL Financial
47yrs
Top advisor by experience in San Diego
New
Simon Perna
Financial advisor at Cascade Financial Partners
Simon Perna is a fiduciary financial advisor in San Diego, California, registered since May 2026. Simon joined Cascade Financial Partners in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office3579 Valley Centre Drive Suite 125, San Diego, CA 92130
How the firm is paid ?Percent of assets
Typical client at the firm ?$4.88 million
Advisors at the firm7
States licensed ?1 state
Services through Cascade Financial Partners
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowCascade Financial Partners, LLCCurrent firm
Contact Simon
(858) 379-6701Cascade Financial Partners main office 3579 Valley Centre Drive Suite 125San Diego, CA 92130Office · Get directions Firm websitewww.cascadefinancialpartners.com
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Questions to ask Simon
Tailored to Simon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Cascade Financial Partners at (858) 379-6701 and ask for Simon Perna. Simon works from the San Diego, CA office.
How long has Simon been a financial advisor?
Simon is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Simon hold?
Series 65. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
Cascade Financial Partners reports being paid by a percentage of the assets they manage. Ask Simon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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