Mark specializes in Wealth Accumulation, Wealth Preservation and Wealth Transfer. CRPC® designation earned 2007 Chartered Financial Consultant® designation earned 8/01 Chartered Life Underwriter® CLU designation earned 2/01 Certified Fund Specialist® designation earned 1999 CERTIFIED FINANCIAL PLANNER™ certification earned 1998 FINRA registrations: Series 6, 7 and 63 Registered Representative exams passed 1993 Life, Health and Accident exams passed 1993 Pennsylvania State University, University Park, PA 1992 B.S. Finance/Economics Minor; Chartiers Valley High School 14 Year Anniversary with current firm August 2007 Education Funding/Section 529 consultant for Savingforcollege.com Helping clients manage over $80 million in invested assets Member Chartiers Country Club, 2003-present Associate Member, PA State Education Association (PSEA), 2000-present Board of Directors and Chairman Membership Committee, Chamber of Commerce, 2000-2002 Board of Directors and Treasurer, Pittsburgh Cares, 1995-2000 Board of Directors, Beth El Congregation 2009-present Endowment Committee, Beth El Congregation 2010-present Specialties Private Money Management with an emphasis on tax reduction strategies; Holistic Financial and Estate Planning
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Mark Perilman's address is ***** Southpointe Blvd, Canonsburg, PA.
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Mark Perilman's age is 65.
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