Perry Buckman is a Partner, President, and PIM Portfolio Manager at Buckman & Corning Financial Strategies Group in Scottsdale, AZ. He has more than 20 years of experience in the industry focusing on individual wealth management and corporate retirement plans. In 2007, 2008, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Perry was recognized as a Premier Advisor with Wells Fargo Advisors. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. Additional criteria, including length of service, may also be used to determine recipients. Perry's inclusion in the Premier Advisors Program underscores his ability to understand clients' aspirations and develop investment plans and strategies to help achieve those objectives. More importantly, it reflects his capability to earn clients' trust by offering sound, objective and professional advice. In 2021, Perry was recognized by Forbes™ Magazine as a Best in State Wealth Advisor in Arizona.* He holds several industry specific registrations including: AIF®, CRPC®, Series 7, Series 66, Series 31 and Variable Life/Health Insurance License. Perry received his Bachelors of Science degree from the University of Arizona. In his free time, Perry enjoys traveling and spending time with his wife and family.
*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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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 disclosed criteria.
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CA Insurance LIC# 4033682
Resident State AZ