Bob Perriella Email & Phone Number

Bob Perriella

Independent Consultant at JMP CPA | Renton, Washington, United States

Bob Perriella Socials
About Bob Perriella

Bob Perriella is an accomplished Independent Consultant at JMP CPA, where he leverages his extensive expertise in financial advisory services to provide critical accounting and operational support to a network of 180 Wealth Advisors. With a strong foundation in finance, having graduated from Washington State University, Bob has cultivated a robust skill set that encompasses Retirement Planning, Wealth Management, and Asset Allocation. His proficiency in these areas enables him to deliver tailored solutions that enhance the financial well-being of clients while optimizing the operational efficiency of advisory practices.

At JMP CPA, Bob is instrumental in driving key projects that focus on improving financial strategies and enhancing client engagement. His work often involves analyzing complex financial scenarios to develop comprehensive Retirement Solutions and Investment Advisory strategies that align with clients' long-term goals. Bob's expertise in Annuities and Estate Planning further enriches his advisory capabilities, allowing him to address a wide range of financial needs, from 401(k) management to Long Term Care planning.

In an ever-evolving financial landscape, Bob remains committed to staying ahead of industry trends and regulatory changes, ensuring that the Wealth Advisors he supports are equipped with the most relevant and effective strategies. His dedication to excellence and his ability to foster strong relationships within the financial services community make him a valuable asset to both his clients and colleagues. Through his role at JMP CPA, Bob continues to exemplify the highest standards of financial advisory excellence, helping clients navigate their financial journeys with confidence and clarity.

Bob Perriella Work
1 experience icon

Independent Consultant at JMP CPA in January 2019 to Present

2 experience icon

COO. 180 Wealth Advisors at 180 Wealth Advisors in April 2017 to January 2019

3 experience icon

Financial Advisor at Merrill Lynch in December 2008 to January 2019

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Bob Perriella Education

Washington State University, September 1971 to September 1974

Bob Perriella Skills

Retirement Income Strategies

Retirement Planning

Series 66

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Frequently Asked Questions about Bob Perriella

What is Bob Perriella email address?

Email Bob Perriella at [email protected] and [email protected]. This email is the most updated Bob Perriella's email found in 2026.

How to contact Bob Perriella?

To contact Bob Perriella send an email to [email protected] or [email protected]. (updated on September 06, 2024)

What company does Bob Perriella work for?

Bob Perriella works for JMP CPA

What is Bob Perriella's role at JMP CPA?

Bob Perriella is Independent Consultant

What is Bob Perriella's Phone Number?

Bob Perriella's phone (206) ***-*183

What industry does Bob Perriella work in?

Bob Perriella works in the Financial Services industry.

Bob Perriella Email Addresses

Email Bob Perriella at [email protected] and [email protected]. This email is the most updated Bob Perriella's email found in 2026.

Bob Perriella Phone Numbers

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