Marcelina's Bio
Marcelina Castel de Oro joined Perigon in February 2025. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation.
Before joining Perigon, Marcelina served in the U.S Navy. After almost 8 years of honorable service, she traded in her military uniform for a career in financial planning.
Marcelina holds a B.S. in Personal and Family Financial Planning from the University of Arizona. She also holds Series 7 and 66 exams from FINRA and NASAA.
Outside of work, she can be found on an adventure with her son, discovering new restaurants, and reading books in her hometown of Tucson, Arizona (go Wildcats!).
Marcelina's Team

Arthur Ambarik, CFP®
Chief Executive Officer | Wealth Advisor | Partner

Caitlin Pilisuk
Financial Planning Associate

Danny McAuliffe, CFP®
Wealth Advisor | Partner

Doris Chin
Client Service Manager

Jake Sierka, CFP®
Financial Planning Associate

Marcelina Castel de Oro
Financial Planning Associate

Rachel Elson, CFP®
Wealth Advisor

Samantha Sharf Bloch
Associate Wealth Advisor

Tennille Duncan
Private Client Associate

