Brett
Perlman

CFP®, ChFC®

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Brett Perlman

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, The Ohio State University

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.