Chuck Perrone

Financial Advisor

As a Chartered Financial Consultant professional Chuck Perrone is dedicated to helping people plan a roadmap to their retirement. Chuck attended the University of Florida for three years and received a Bachelor’s of Arts degree from Florida Atlantic University, Boca Raton, FL.

His financial career started at a young age (23) with his father’s firm, Perrone & Associates in Fort Lauderdale, Florida. He joined the Capital Insurance Agency in Tallahassee serving the financial needs of the State of Florida employees for 15 years. Chuck specialized in retirement planning and represented Nationwide Insurance for 7 years. In 2000 he joined Raymond James Financial Services. His career spans over 30+ years in delivering financial and retirement planning services as an independent advisor.

Chuck attached the Charter Life Underwriter (CLU) designation in 1984 and the Chartered Financial Consultant (ChFC) in 1986. He is a well respected Financial Advisor with clients in numerous governmental entities, as well as private clients. Chuck is a member of The National Association of Insurance and Financial Advisors (NAIFA). He is a charter member of the Financial Services Institute (FSI), an advocacy and membership organization for Independent Broker-Dealers and Independent Financial Advisors.

Chuck has been a member of the Southside Men’s Club since 1982. He is active in his church, San Juan del Rio Catholic Church, and is involved in several ministries.

Chuck is married to the former Nancy J. Teufen and has two children, Erika and Joe, and four beautiful grandchildren, Thad Zoe, Addison and Zander. He and Nancy have lived in the Mandarin area since 1982. Chuck enjoys playing golf and reading. Chuck and Nancy enjoy traveling, especially to visit grandchildren, family and friends.

Are We A Good Match?

Executives have a unique set of challenges that need to be addressed: stock options,
year end bonuses, moving into higher tax brackets–they all need to be considered before
they happen. That’s the “planning” part of financial planning.

Too often, I get the call after the big promotion, or after the stock options are granted.
And that’s fine, we can start at any point in your career. But putting a plan in place that
anticipates the raise, anticipates the bonus, and accounts for that in your financial plan
is the optimal approach.