Douglas Perry

I hold a Master of Social Work degree from the University of Minnesota.  After years in social work, government service and as a social work professor in Minnesota, I relocated to northern California just in time for the earthquake!  After subsequent years in association management for the American Academy of Ophthalmology in San Francisco, I entered the financial services industry, becoming an Investment Advisor Representative with a local John Hancock agency.  In due time, I focused on compliance, and became an Agency Standards Manager with a large New York Life Insurance agency in San Jose. I retired from corporate life in 2021. 

Deciding I wanted to continue helping people of my generation, I co-founded 65andme, LLC to help my peers navigate through the frontiers of Social Security and Medicare. I am now an independent insurance representative in California, licensed and appointed to offer Medicare insurance products to prospective and current Medicare enrollees. 

My wife and co-founding partner, Karen Marblestone Perry, with a business in long-term care insurance, fully understands that long-term care planning and Medicare planning go hand-in-hand. 

Many adult children are preparing for their own retirement while coping with the care-giving situations of their parents. Disabilities and chronic health conditions affect all family members.