Paladin Research Report For:

Dan Perrino

Savvy Advisors Inc

1313 E Maple St
Suite 209
Bellingham, WA 98229

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 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


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelor's in Business Administration - Finance, Information Systems
  • Fordham University
    07/06/2010 -05/17/2014

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

Additional Detailed Disclosures

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