Callie Perallon is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing 12 years of experience in the financial industry. She joined Merrill Lynch in 2019. Her expertise areas include family wealth management strategies, legacy planning, personal retirement planning, women and wealth, and retirement income. Callie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation, along with being a Personal Investment Advisor (PIA). She earned a Bachelor's degree from Boise State University. Callie utilizes tools such as the Personalized Wealth Analysis® (PWA), a comprehensive wealth planning process that helps clients understand how their finances support life goals and adapt to life events and decisions. Originally from the Northwest, she relocated to San Diego after completing her education. Callie is married with children and leads an active lifestyle. She has participated in endurance events including the Pacific Coast Trail Ultra 50 mile race and the Los Cabos Ironman. Her personal interests include biking, cooking, golfing, running marathons, spending time with family, and practicing yoga.