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

Necessity and inventions: How these entrepreneurs are adapting to a pandemic

How small businesses are adapting to a pandemic With guidelines to limit the social gatherings and closure of nonessential businesses, workers find creative ways to adjust in a time of crisis.

House bill requires personal finance classes in high schools - WV MetroNews

Teaching our youth about personal finance is a big step forward for our future. It's about time financial literacy is prioritized in our nation's schools. On Monday, after some changes, members of the House Education Committee advanced the bill to the House floor for consideration.

11 self-made millionaires reveal the best advice they ever got

According to these self-made millionaires, commitment, patience, abundance, and persistence are the keys to success. Successful people in business share the best advice they've ever received.

How will the SECURE Act affect businesses?

Find out how the SECURE Act is helping small employers provide better retirement options for their workers. The new SECURE Act should help small employers provide even better options for their workers.

The SECURE Act is complex and touches many aspects of retirement, but there are four foundational elements of the new bill that can impact you

An Investing Megatrend: How Climate Change and Resource Scarcity are Shaping the Future

It’s clear that climate change is having an immediate, serious impact on the world. As society works to slow climate change and produce more with less, a myriad of investment opportunities will emerge. Learn how climate change and resource scarcity are affecting our most basic needs, and how investors can take advantage of this megatrend.

The most common tax problems for 2020

We’re roughly halfway through 2019, which means the 2020 tax season will soon be upon us. Here are some of the common tax problems of 2020 that we should all be aware of. Ten issues taxpayers and their advisors should be paying attention to right now.

How to screen caregivers or caregiving agencies

How to screen caregivers or caregiving agencies for loved ones It’s vital to choose carefully the people who will do this important and difficult task.

How to prepare for a health crisis | Lincoln Financial Group

Dealing with a family healthcare crisis is difficult enough. Take these important steps to help keep your finances on track. 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.

5 Things You Can Do to Minimize Your Environmental Footprint

5 things you can do to minimize your environmental footprint Whether your business is at home or office space, you may not realize the impact you have on the environment. Now is a great time to take stock of your footprint and find ways to promote more sustainable living practices.

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

Taxes 2019: When to file and what big changes to expect Tax filers need to realize, though, that it won’t be business as usual when it comes to filing their 2018 tax returns.

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

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. 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

October is Cyber Security Awareness Month! 5 steps to create a cyber-secure home.

It seems like every day brings a new high-profile cyber-attack. See how you can protect your business from the latest emerging cyber risk.

How to make the most of your IRA

Retirement Planner

Can your current retirement savings get you to your retirement goal? Use this tool and contact me today to discuss your status. In just a few minutes you can explore your personal retirement income goal and learn about options to help ensure you reach it.

Beware of summertime tax scams

5 Biggest Ways Millennials Risk Their Retirements

It's not too early for Millennials to start protecting their financial futures. Find out common mistakes to avoid. Millennials are prone to making money moves that will hurt them later in life

Your 50s: Setting the stage for financial security | Lincoln Financial Group

What kind of retirement do you envision for you & your family? As you embark on your 50s, learn how to set the stage for your financial security. Your 50

As your life evolves, so do your financial protection needs. Learn how life insurance can help solve for those needs and take care of those you love, no matter what.

The Basics Facts of Long-term Care

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. 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.

Understanding your options for educational funding | Lincoln Financial Group

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. Lincoln Financial Group helps parents navigate the complexities of a 529 college savings plan.

Mark Perilman, CFP

Mark Perilman, CFP's cover photo

Mark Perilman, CFP's cover photo

Want your business to be the top-listed Finance Company in Canonsburg?

Click here to claim your Sponsored Listing.




370 Southpointe Blvd Ste 200
Canonsburg, PA
Other Canonsburg finance companies (show all)
The McNamara Investment Group of Janney Montgomery Scott LLC The McNamara Investment Group of Janney Montgomery Scott LLC
375 Southpointe Blvd., Suite 300
Canonsburg, 15317

The McNamara Investment Group is a unique multi-generational wealth advising team located in Janney’s Canonsburg, PA office.

Anthony T. Pol, CFP Anthony T. Pol, CFP
1603 Carmody Ct, Ste 400
Canonsburg, 15143

Financial Advisor at FORTIFY™ Private Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

Stein Wealth Advisors, LLC Stein Wealth Advisors, LLC
1700 Ashwood Drive, Suite 1701
Canonsburg, 15317

Through our comprehensive approach, we develop customized financial strategies that address clients’ individual needs and goals, both short and long-term

Hutchison Whitehead Wealth Management, LLC Hutchison Whitehead Wealth Management, LLC
100 Houston Sq, Ste 100
Canonsburg, 15317

Hutchison Whitehead is an independent fee-only wealth management firm. Firmly rooted in core principles that embrace patience, wisdom and fiduciary responsibility, HW arms clients with strategies to harness, protect and grow wealth.

Kyle Bero, AXA Advisors Financial Professional Kyle Bero, AXA Advisors Financial Professional
150 W. Beau St., Suite 116
Canonsburg, 15301

Equitable Advisors is a brand name of AXA Advisors. AXA Network, LLC (AXA Network Insurance Agency of California, LLC; AXA Network Insurance Agency of Utah, LLC; AXA Network of Puerto Rico, Inc.)

Grant Street Asset Management, Inc. Grant Street Asset Management, Inc.
380 Southpointe Blvd
Canonsburg, 15317

Grant Street Asset Management is an independent Registered Investment Advisor (RIA) offering investment management and financial advisory services.

Mosaic Wealth Mosaic Wealth
370 Southpointe Blvd, Suite 200
Canonsburg, 15317

Private Wealth Advisers, a team of women, passionate about putting YOUR LIFE into your financial plan. Build a plan that is unique and fits your needs.

Nicksich & Neel CPA's Nicksich & Neel CPA's
8 Four Coins Dr
Canonsburg, 15317