O U R A D V I S O R S
Perry Buckman CRPC® AIF® CEPA®
President, Partner
PIM Portfolio Manager
Institutional Plan Fiduciary Consultant
“If you will it, it is not a dream.”— Theodore Herzl
Meet Perry
I’m a Partner and the President of Pathlight Advisors, based in Scottsdale, Arizona. With over 25 years of experience in private client wealth management and institutional retirement plan consulting, I’ve had the privilege of helping individuals, families, and organizations build meaningful financial strategies that support their long-term goals.
Forbes recognized me as one of Arizona’s Best-in-State Wealth Advisors* in 2021, 2022, 2023, 2024, and 2025, and also named my team one of Arizona’s Best-in-State Wealth Management Teams* in 2024 and 2025. Since 2012, I’ve also earned the Platinum Council distinction* every year—a recognition awarded to a select group of financial advisors within the Wells Fargo Advisors Financial Network based on production and professionalism. These acknowledgments are deeply meaningful to me—not just as milestones, but as reflections of the trust my clients place in me every day.
I hold several industry designations, including Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Counselor (CRPC®), Certified Exit Planning Advisor (CEPA®), FINRA Series 7, Series 66. I’m also licensed to offer variable life and health insurance, allowing me to bring a more holistic perspective to financial planning.
I earned my Bachelor of Science degree from the University of Arizona. Outside of work, I love traveling and spending time with my family—especially with my granddaughter, who brings so much joy into my life
CA Insurance License # 4033682 Resident State: AZ
*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021: Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com).
* The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
CA Insurance License # 4033682 Resident State: AZ
*2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021: Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*Insurance products are offered through our affiliated non-bank insurance agencies.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, Pathlight Advisors is a seperate entity from WFAFN.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.