Paul Perino

An Ameriprise Platinum Financial Services® Practice
Paul Perino
CFP®, CRPC®
Senior Financial Advisor
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(856) 690-9232
782 S Brewster Rd
Unit B2 Ste A
Vineland, NJ 08361


paul.c.perino@ampf.com

Contact Information


(856) 690-9232
782 S Brewster Rd
Unit B2 Ste A
Vineland, NJ 08361

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www.ameripriseadvisors.com/paul.c.perino

My Philosophy

I've been helping people reach their goals for 30 years.

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Community Participation

Big Brother to Jarred and Vice-Chairman of the Board of Directors of Big Brothers Big Sisters of Cumberland & Salem Counties, and Past President of the Exchange Club of Vineland


License information

I am licensed and registered to conduct business in NJ.

Based on licenses and registrations I hold, I may also conduct certain business in FL, MD, NC, NH, NV, NY, PA, WI

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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AREAS OF FOCUS
  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Small Business
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

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My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.