Mark Perilman, CFP

Holistic Financial and Estate Planning with a Money Management emphasis

Holistic Financial and Estate Planning with a Money Management emphasis Mark specializes in Wealth Accumulation, Wealth Preservation and Wealth Transfer. This discipline includes diagnosing, analyzing, then recommending a plan of action to help his firm’s clients take their financial and estate planning to the next level. His firm has a special passion for Wealth Management with an emphasis on tax reduction strategies and alternatives to traditional stock market exposure. Mark endeavors to find uncommon income strategies. Mark has helped his clients manage over $100 million in invested assets, and is the exclusive, endorsed provider of the Baldwin-Whitehall School District retirement plan. Mark’s career as a financial advisor spans over 23 years, maintaining his affiliation with the same firm in the Pittsburgh area. Listed as a Five Star Wealth Manager in Pittsburgh Magazine in 2010, Mark holds over five professional financial designations, including the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Planning Counselorsm (CRPC®) designation, Chartered Financial Consultant® (ChFC®) designation, Chartered Life Underwriter® (CLU®) designation and the Certified Fund Specialist® (CFS®) designation. He was awarded the Himes M. Silin Award “For Leadership and Ability Incumbent to Success”, Top of the Cabinet 2012 (awarded to the top 150 financial planners nationwide), President’s Club (1994 – 2003), President’s Cabinet (2003 – 2016), and the American Funds Award. Mark gives back to the community where he lives and has worked as an Associate Member of the Pennsylvania State Education Association (PSEA) since 2000. He serves on the Board of Directors for the Beth El Congregation as the Assistant Treasurer and member of the Endowment Committee, the UJF Professional Advisory Committee and the Robert Rodrigues Scholarship Fund. Mark has previously served on the Board of Directors as the Treasurer for Pittsburgh Cares, and is still an active community volunteer with the group. Mark has previously served as a Board Member and Chairman of the Membership Committee for the Chamber of Commerce, and the Anti-Defamation League. Mark’s hobbies include Indian Princesses, coaching, music, volunteer work, the Pittsburgh Steelers, Mount Lebanon School District activities, word games and annual coordination of a Stock Challenge for a local non-profit organization. Mark earned his Bachelor of Science in Finance, with a minor in Economics from Pennsylvania State University. Mark is married, with three beautiful daughters. CRN-1624201-102016

usatoday.com

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wvmetronews.com On Monday, after some changes, members of the House Education Committee advanced the bill to the House floor for consideration.

usatoday.com

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visualcapitalist.com

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marketwatch.com

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lfg.com Lincoln Financial Group shows how preparing now for future family health emergencies can protect your own finances.

[02/07/19]   For most homeowners, property tax is their second-largest expense. Learn some of the ins and outs of this often-complex financial matter.
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inc.com

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usatoday.com

Taxes 2019: When to file and what big changes to expect

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Extremely proud to be part of The WISE Group and their support of the #MobilizeWomen Summit and action for gender equality on June 21.

lfg.com

Denied life insurance coverage? | Lincoln Financial

Advance treatments for Hepatitis C may help cure more than 90% of cases. There are financial benefits to getting treated. Learn more. http://bit.ly/2k5SLat

lfg.com Now there’s a cure for Hepatitis C, and Lincoln offers those who’ve been successfully treated for the disease better life insurance rates. Ask your advisor.

Lincoln Financial Group Photos

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Retirement Planner

Can your current retirement savings get you to your retirement goal? Use this tool and contact me today to discuss your status.

lincoln.wealthmsi.com In just a few minutes you can explore your personal retirement income goal and learn about options to help ensure you reach it.

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You have so much to enjoy during retirement. Make sure you plan for long-term care expenses, so you can enjoy the people and things that matter most. http://bit.ly/2v25uO7.

lfg.com Lincoln Financial provides the basics of long-term care coverage. Use these facts to start the conversations about long-term care coverage with your loved ones today.

lfg.com

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Find ways to save for college & for your future. Make a plan to save for your children’s education without dipping into your retirement savings. http://bit.ly/2xeD313

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Mark Perilman, CFP

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Mark Perilman, CFP's cover photo

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370 Southpointe Blvd Ste 200
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15317
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