Mark Perlson, CPA®/PFS®
After starting his career at a large public accounting firm, Mark Perlson launched Perlson LLP in 1985. Perlson is unique among CPAS because he offers not only accounting services to businesses and business owners and professionals, but he provides financial planning and wealth management services.
In addition to having served as a Partner at Perlson LLP, Mark has shifted his responsibilities to focus more on his financial service business. Mark is the Co-Founder and Director of the Financial Services of JP Wealth Management Inc., a federally regulated Registered Investment Adviser located in Charleston, SC. JP Wealth Management Inc. provides comprehensive wealth management services to Perlson LLP clients as well.
Perlson LLP, with its wealth management arm, represents the realization of Mark’s vision to comprehensively advise clients by leveraging the knowledge gained while currently serving as a trusted advisor to the firm offering counsel on your personal finances.
1. What about your job inspires you?
I'm inspired by the opportunity to help people achieve their financial goals, and having them know they're in good hands.
2. What are your hobbies and interests outside of work?
I love to officiate weddings and sing in the synagogue as a cantor.
3. How would you describe yourself in three words?
Caring, Cutting-edge in planning, Optimistic