Scott Perrone, MS, CFP®, AWMA®, CRPC®
Financial Planner & Advisor
As an advisor, Scott uses his financial knowledge to help create financial plans for his clients. Whether you're pursuing your retirement goals, funding your children's education, or looking to leave a legacy, Scott welcomes the challenge to help you succeed.
Scott began his financial services career during college, while working for Citibank. Although he was initially drawn to this industry by the lure of the stock market, he stayed inspired by helping clients realize their dreams. His work in financial services includes positions such as Vice President of Retirement Planning for Fairwinds Credit Union, Business and Estate Planning Consultant for the Hartford, Regional Sales Director for Lincoln Financial Group, and Wealth Advisor for Partners Retirement and Wealth Management.
After spending nearly 2 decades working for large financial institutes, Scott decided to focus on increasing his client's bottom line, as opposed to his brokerage firm's. In 2016, he founded an organization with the intent to provide fiduciary advice while keeping costs at a minimum.
Scott is a graduate from the College For Financial Planning where he received his Master of Science degree in Personal Financial Planning, in addition to his Bachelor of Science degree in Business Management from Wilmington University. Scott currently holds a designation as a CERTIFIED FIANCIAL PLANNER™, an Accredited Wealth Management Advisor® and a Chartered Retirement Planning Counselor®.
Away from the office, Scott believes life should be filled with great people and great experiences.......which usually means family, friends and Miami Dolphins football! He and his wife, Amy, recently became proud parents and welcomed their first child. In their spare time they enjoy kayaking, bike riding and traveling to faraway places.