DanPerrino- Financial Advisor Bellingham, WA

Home > Financial Advisor Directory > washington > bellingham

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).

See Disclosures

General Information

Firm Start Year

2021

No. of Employees

20-49

CRD#

11116

Firm CRD#

1123

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Dan is originally from the Chicagoland area and earned his Bachelor's Degree from Fordham University in Bronx, NY. Following graduation, Dan moved back to Chicago and joined Eze Software Group, a FinTech company that delivers execution and order management software to institutional trade desks. At Eze, Dan worked closely with Product Managers, Software Engineers, Head Traders, Portfolio Managers, and Compliance officers to design and implement trade execution order flows. After four years working with Eze, Dan moved to Bellingham, WA with his now wife, Jess and joined a local Merrill Lynch office where he obtained his Series 7, Series 66, and Insurance Producers licenses and practiced as a Financial Advisor. In 2019, Dan transitioned to LPL Financial & Clarity Capital Management where he continued to practice as a Financial Advisor in Bellingham, WA until joining the Savvy Wealth Management Team in August, 2022. Dan aims to help clients achieve their financial goals by delivering highly customized investment strategies & financial plans.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Variable Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Fee % Based on Assets

1%/yr

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

.7%/yr

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Dan Perrino

Savvy Advisors Inc