Brett Perlman

Brett Perlman, CFP®, ChFC®, has a diverse work experience. Brett started their career as a Brand Manager at Red Bull in September 2008 and worked until August 2009. Brett then joined JPMorgan Chase & Co. in June 2009 as a Corporate Development Program Summer Analyst and completed their role in August 2009. Brett continued their journey at JPMorgan Chase & Co. in July 2010 as part of their Corporate Development Program, completing their tenure in October 2012. Brett then joined Edelman Financial Engines in October 2012 as the Director of Financial Planning, where they still serve.

Brett Perlman, CFP®, ChFC® holds a Bachelor's Degree in Economics from The Ohio State University. Brett also completed financial planning and services education at the College for Financial Planning. In addition, they obtained certifications as a CFP® from the CFP Board and as a ChFC® from The American College of Financial Services.