Brett

Perlman

CFP®, ChFC®

picture of a planner

Here to act in your best interests

About me

I have been in financial services since 2010. I’m dedicated to helping my clients achieve their most cherished financial goals and objectives, whether it’s planning for a home purchase, a child’s college education, a rewarding retirement or all three. In my free time, I spend it with my family and we enjoy traveling, exercising and playing the guitar together!

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Consultant®

Education

Bachelor of Arts, Economics - The Ohio State University

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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