Broker Check

Ben Pettigrew

Ben has always maintained a client-centric approach to wealth management. During his many years of experience working at large brokerage firms, Ben often noticed that these institutions were prioritizing corporate profits ahead of serving clients. This was not the type of business model that he wanted for his clients.  

Redwood Park Advisors is an independent wealth management firm where your investments, taxes and estate planning strategies come together.  Redwood Park Advisors acts as a fiduciary to provide customized, integrated solutions for high-net worth investors and endowments. 

Ben Pettigrew is a CERTIFIED FINANCIAL PLANNER™ and holds a B.S. in Managerial Economics from the University of California, Davis.  During time away from the office Ben enjoys spending time at the beach, fishing, free diving and watching rugby.

David M. Smith

David Smith is a founding partner at Redwood Park Advisors. He is responsible for investment research and analysis, asset allocation, and portfolio management.  He has worked as a senior investment analyst at a $4.5 billion hedge fund and $7.0 billion Bay Area pension fund where he specialized in fixed income and equity investments.  Prior to returning to investment management in 2012 he was a vice president of investment banking for a regional broker-dealer focused on municipal investment banking. During his six years as a municipal investment banker David, helped cities, schools, 501(c)(3) heath care systems, and  water and power agencies finance and refund capital projects totaling more than $10 billion in face value securities as senior manager, co-manager, or financial advisor.  

David received a B.S. in Business Administration with an emphasis in Finance from San Diego State University where he currently serves as a mentor for graduating seniors.  David also holds the designation of Chartered Financial Analyst ("CFA") and is a member of the CFA Society of San Francisco where he previously served on the continuing education committee.  In his free time he enjoys golfing, skiing, mountain biking, and spending time with his family and friends.

Deborah Peri

Deborah Peri is a Certified Financial Planner™ with over 18 years of experience as an investment professional.  Debbie’s passion is developing a life plan with her clients and managing their wealth to provide the resources for it.

Prior to joining Redwood Park Advisors as a Managing Partner, Debbie spent 15 years building a successful advisory practice at another registered investment advisor in the Bay Area.

Debbie started her career with Ernst & Young, LLP as an auditor and consultant, earning CPA certificate number 10,000 in the state of Arizona. She spent 2 years traveling Europe and working in France before launching her advisory practice.  

Debbie graduated from the University of Arizona with a degree in Accounting. During her downtime she enjoys running, cycling, weightlifting, yoga, traveling, and spending time with her three children.