Holistic Financial and Estate Planning with a Money Management emphasis
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 ta
x reduction strategies and alternatives to traditional stock market exposure. Mark has helped his clients manage over $100 million in invested assets, and is the exclusive, endorsed provider of the Baldwin-Whitehall School District retirement plan. Mark’s career as a financial advisor spans over 23 years, maintaining his affiliation with the same firm in the Pittsburgh area. Mark holds over five professional financial designations, including the CERTIFIED FINANCIAL PLANNER™ 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 has worked as an Associate Member of the Pennsylvania State Education Association (PSEA) since 2000. He serves on the Board of Directors for the Beth El Congregation as the Assistant Treasurer and member of the Endowment Committee, the UJF Professional Advisory Committee and the Robert Rodrigues Scholarship Fund. Mark has previously served on the Board of Directors as the Treasurer for Pittsburgh Cares, and is still an active community volunteer with the group. Mark has previously served as a Board Member and Chairman of the Membership Committee for the Chamber of Commerce, and the Anti-Defamation League. Mark’s hobbies include Indian Princesses, coaching, music, volunteer work, the Pittsburgh Steelers, Mount Lebanon School District activities, word games and annual coordination of a Stock Challenge for a local non-profit organization. Mark earned his Bachelor of Science in Finance, with a minor in Economics from Pennsylvania State University. Mark is married, with three beautiful daughters. Mark Perilman is a registered representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor.
