Brett
Perlman
CFP®, ChFC®
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.
