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
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Mark Perilman, CFP
Mark Perilman, CFP's cover photo
Mark Perilman, CFP's cover photo
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