Our Qualifications

Thinking about hiring me as your financial advisor? You should ask the question, Perry, how did you get started and discover that “fire in your belly”—inspiration--for this business?

I have a passion for people and their financial well-being, which started with my own situation.

Close to running out of money while attending Gonzaga University, losing the opportunity for an undergraduate scholarship due to government cutbacks, I decided to transfer to Eastern Washington University located in Cheney, Washington, just southwest of Spokane. I started selling life insurance to seniors and grad students to finance my degree. When I graduated with that coveted sheepskin in Business and Finance, I was offered a position with Bank of America for $12,000—I was already making one and a half times that amount. You can do the math. Yes, I was financially motivated; but, what really motivated me were the professional relationships I was establishing and sharing how to grow wealth. I really enjoy the people I meet and a fire had been lit!

That was 1972. Today is 2018, and my passion for you and your financial well-being is still my passion.

How do I do it? I invest myself and invest in myself and you are the recipient. Simply put, I stay up-to-date/current with developments in the financial services industry through continuing education.

Presently my title is Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., of Cambridge Investment Research, Inc.—my broker/dealer. I also hold a Real Estate Broker’s License and am affiliated with Coldwell Banker Bain.

I hold the following advanced degrees and professional designations:

  • Masters of Science in Taxation (MS Tax) from Golden Gate University
  • B.A. Business from Eastern Washington University
  • CLU (Chartered Life Underwriter) from the Society of Financial Service Professionals (FSP), The American College 
  • ChFC (Chartered Financial Consultant) from The Society of Financial Service Professionals (FSP), The American College
  • RFC (Registered Financial Consultant) from the International Association of Registered Financial Consultants (IARFC)

My understanding of the importance of real property and its value in qualified plans, as well as business and tax plans, for my clients are evidenced by my professional preparation as:

  1. A member of the National Association of Realtors,
  2. The Seattle-King County Association of Realtors--often shares his expertise by conducting seminars on advanced asset and estate planning.
  3. Member of the Commerical Brokers Associaion 

*See below for additional licenses and professional associations.

The highlight of my career right now is again being the recent recipient the FIVE STAR Award as a Wealth Manager in King County for 2019. This national recognition, but locally sponsored, Award places me in a league of top investment advisor representatives limited to less than 7% of wealth managers in our area.

The April 2019 issue of Seattle Magazine will recognize me for this prestigious FIVE STAR Award! The associated pages will contain the basis for my selection, which relies on a range of sources including financial firms and peer reviews. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance. The confidence and praise of my service to my clients are the major factors in receiving this Award.

I am extremely humbled and yet proud for being selected for this FIVE STAR Award!

However, life is more than this five star award. My wife, Barbara, and I live in Redmond, Washington. We feel blessed in our relationship, family and friends, and mutually enjoy many activities: hiking, boating, scuba diving, and sports.

What makes this business so enjoyable at this point in my life?As a result of the type of work I do for my clients and the relationships built in the process, I am very grateful to those who value my business friendship and consequently refer me to others—relatives, business associates, neighbors, friends—to those who would benefit from my investment advisor relationship.

My Motto: I take the time to understand you. With 30+ years of knowledge and experience, I match client values with wealth strategies and establish fiduciary relationships.

*I have the following licenses:

  • Series 7 – Registered Representative – FINRA (Financial Industry Regulatory Authority)
  • Series 24 – Principal’s License - FINRA (Financial Industry Regulatory Authority)
  • Series 63 – State license – Uniform Securities State Law Examination
  • Health, Life, Long Term Care  and Property Casualty Licenses
  • Real Estate Broker’s License

I am a member of the following professional organizations:

  • The Society of Financial Service Professionals (FSP), The American College  (CLU & ChFC's)
  • Financial Planning Association FPA
  • The International Association of Registered Financial Consultants
  • The Financial Planning Association (FPA)
  • The International Association of Registered Financial Consultants (IARFC)
  • A member the East King County Estate Planning Council (EKCEPC)
  • King County Association of Realtors and National Association of Realtors
  • Member of the Commerical Brokers Association (CBA)
  • Bradford Tax Institute Member 
  • Leimberg Information Services Member

 

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com