Andrew Perri's Location
Brighton, MI, US
Andrew Perri's Work
- President @ Pinnacle Wealth Management
- President @ Pinnacle Tax Advisory
Andrew Perri's Education
- University of Pennsylvania - The Wharton School
(Retirement Planning Specialist Certification)
2007 - 2007 - DePaul University
(Certified Financial Planning Course work)
2006 - 2007 - Central Michigan University
Bachelor of Business Administration (BBA) (Accounting and Finance)
1987 - 1990
- Miami University1986 - 1987
- Brighton High School
Andrew Perri's Skills
- Securities
- Wealth Management
- Financial Services
- FINRA
- Retirement Planning
- Investment Advisory
- Retirement
- Fixed Annuities
- IRAs
- Financial Planners
Andrew Perri's Summary
Andrew Perri, based in Brighton, MI, US, is currently a President at Pinnacle Wealth Management, bringing experience from previous roles at Pinnacle Tax Advisory. Andrew Perri holds a 2007 - 2007 University of Pennsylvania - The Wharton School. With a robust skill set that includes Securities, Wealth Management, Financial Services, FINRA, Retirement Planning and more, Andrew Perri contributes valuable insights to the industry. Andrew Perri has 1 email and 1 mobile phone number on RocketReach.
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