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 PLANNERâ„¢
Chartered Financial Consultant®
Education
Bachelor of Arts, Economics - The Ohio State University
Visit one of our Locations
Miami II - Boca Raton (West)
7900 Glades Road
Suite 310
Boca Raton, FL 33434
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
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Certain services provided on an educational and guidance basis only.
