Bob Perriella
Independent Consultant at JMP CPA | Renton, Washington, United States
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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.
Independent Consultant at JMP CPA in January 2019 to Present
COO. 180 Wealth Advisors at 180 Wealth Advisors in April 2017 to January 2019
Financial Advisor at Merrill Lynch in December 2008 to January 2019
Financial Advisor at Foster & Marshall/ Shearson American Express in April 1979 to June 2016
Financial Services Advisor at Edward Jones in April 2001 to November 2009
Business owner at Palmers in June 1991 to December 2000
Financial Advisor at A.G. Edwards in June 1983 to June 1983
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Washington State University, September 1971 to September 1974
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Retirement Income Strategies
Retirement Planning
Series 66
Series 7
Wealth Management
Asset Allocation
Financial Planning
Retirement
401k Rollovers
Investment Advisory
Wealth Preservation Strategies
IRA's
Annuities
Estate Planning
Wealth Accumulation
Mutual Funds
Insurance Planning
Financial Advisory
Comprehensive Wealth Management
Investment Strategies
401k
Wealth
Wealth Transfer
Series 63
Long Term Care
Stocks
Retirement Solutions
ETFs
Bonds
Wealth Preservation
Rollovers
Asset Management
Uniform Combined State Law
Finance
Wealth Management Services
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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
Bob Perriella Phone Numbers
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