How I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.
Steven Perillo
LPL Financial Advisor
With over 20 years of industry experience Steven brings a wealth of knowledge to clients and their family members to aid in the difficult task of retirement planning. Steven provides personalized wealth management strategies for individuals, families and business owners as he designs, implements and monitors customized investment strategies with a focus for clients long term objectives and cash flow needs. Steven also provides integrated planning and investment strategies to help manage clients' wealth including tax and estate planning strategies, risk management and retirement planning. When not at work Steven has his hands full with his personal life which consist of his wife Danielle and their three young children Alexandra, Christian and Vincent. When time permits Steven is a avid golfer and enjoys the competitive nature of the game as well as the time to interact with clients and friends on the course.
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