Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
John F. Mullen II | CFP®, CLU
LPL Registered Principal
(925) 938-2802
John has twenty-eight years in the financial service industry with experience in stock option and restricted stock planning, qualified and nonqualified retirement plan design, employee benefits coordination, business structure and...
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Sean P. Mullen
LPL Registered Representative
(925) 938-2802
Sean joined the team at Perseus Wealth in 2015, bringing with him over 8 years of experience in the informatics and financial industries working for large Healthcare Management and retail Banking firms. Sean’s passion is...
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Elaine Strong
Office Manager
(925) 938-2802
Originally from England, Elaine brings over 25 years’ experience in Office Management, Procedures and Practices. Educated to degree level, Elaine spent the 15 years immediately prior to emigrating to this country working with the...
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