Perry Buckman is a Partner, President, and PIM Portfolio Manager at Buckman & Corning Financial Strategies Group. 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 and 2020 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 educational components, business production based on either of the past two years, and professionalism. 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. Perry's team was named one of the NAPA Top DC Advisor Teams in 2019 and 2020* and in 2020 Perry was named as one of the top 401k retirement plan advisers by the Financial Times. * 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.
Securities Registered in the following states: AZ CA CO DC DE FL GA HI IA IL IN LA MA MI MO NC NJ NV NM NY OR SC TN TX VA WA
CA Insurance License: Lic# 4033682
*The Financial Times 401 Retirement Advisers rankings are based on data provided by financial advisors and financial services firms. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. Investment performance is not an explicit component. The National Association of Plan Advisors (NAPA) Top Defined Contribution (DC) Advisor Teams are ranked by self-reported DC assets under advisement (AUA), AUA threshold of $100 million