Take Charge Financial, located in Los Gatos, CA, is an independent finance management company founded by local owner Joan Perry, who possesses an MBA and over 25 years of industry experience. Perry, a nationally recognized figure, offers personalized retail and brokerage services, specializing in retirement savings, portfolio building, and investment advice.
Renowned for her strategies and book A Girl Needs Cash, Joan Perry and her team at Take Charge Financial provide one-on-one financial guidance to help clients maximize their assets. Additionally, Perry is available for public speaking engagements to promote fiscal responsibility and educate others on effective money management practices.
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