Dan Perrino- Financial Advisor Bellingham, WA

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About Dan Perrino

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more.

Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

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General Information

Firm Start Year

2021

No. of Employees

20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor's in Business Administration - Finance, Information Systems

Fordham University
07/06/2010 -05/17/2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891381/paladinregistry-Savvy-Advisors-Inc-detailed-disclosure.html

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Dan Perrino

Savvy Advisors Inc