Andrew Perla

With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation. My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO. At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.

Craig Zumpano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works alongside clients and their families to help achieve their financial goals, whether that involves planning for retirement or managing significant financial events. Craig focuses on creating personalized financial strategies tailored to each client's long-term objectives, addressing areas such as family wealth management, retirement planning, philanthropic and socially responsible investing, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds the Professional Investment Advisor (PIA) designation. He graduated from Columbiana High School and the University of Pittsburgh. Throughout his career, he has embraced Merrill's tradition of community involvement, dedicating significant time to volunteering. He has been a member and volunteer with the Knights of Columbus for 26 years, serving in leadership roles such as Trustee, Deputy Grand Knight, and Grand Knight. Additionally, Craig has contributed over 25 years to the Houston Livestock Show and Rodeo Metro Go Texan committee, where he has held multiple leadership positions including Assistant Captain, Captain, Vice Chairmen, Historian, and Coordinator. Outside of work, Craig enjoys biking, fishing, golfing, horseback riding, running, yoga, and spending time with his family.