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Mark L. Perilman, CFP®, CLU®, ChFC®, CRPC®, CFS®

Mark L. Perilman, CFP®, CLU®, ChFC®, CRPC®, CFS®

Private Wealth Advisor

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 helps his clients manage over $125 million in invested assets and endeavors to find uncommon income strategies designed to maximize portfolio longevity.  Mark’s career as a financial advisor spans across 29 years, maintaining his affiliation with the same firm in the Pittsburgh area.  Mark holds over five professional financial designations, including the CERTIFIED FINANCIAL PLANNER™ professional certification, Chartered Retirement Planning Counselor (CRPC®) designation, Chartered Financial Consultant® (ChFC®) designation, Chartered Life Underwriter® (CLU®) designation and the Certified Fund Specialist® (CFS®) designation. 

Mark gives back to the community where he lives and at various times has served on numerous Boards of Directors including Beth El Congregation, the UJF Professional Advisory Committee, Pittsburgh Cares, Chamber of Commerce, and the Anti-Defamation League. He currently serves on the Robert Rodrigues Scholarship Fund.  

Mark’s hobbies include Indian Princesses, coaching, every kind of music, volunteer work, theater, the Pittsburgh Steelers, Mount Lebanon School District activities and travel.  Mark earned his Bachelor of Science in Finance, with a minor in Economics from Pennsylvania State University.  Mark is married, with three beautiful daughters.

Phone and Text 724-743-6124
Fax 260-455-9381