Bellingham, WA
Dan Perrino
Hello there! 👋🏼 I'm Dan, originally from Chicago and now residing in Bellingham, Washington. My lifelong passion for finance and the stock market has driven my career path. After completing my studies in business administration, with a focus on finance and information systems at Fordham University, I embarked on my professional journey at a financial technology company. As my expertise grew, I transitioned into financial advising and eventually found my way to Merrill in Bellingham. Presently, as a member of Savvy Advisors, I utilize their tech resources to provide exceptional client service.
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Avi Claire Chabot
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Avi Claire Chabot is a driven client service professional with a strong background in financial operations, relationship management, and high-touch client support. She brings more than five years of experience in the finance industry, where she developed strong skills in attention to detail, clear communication, and delivering a smooth, supportive client experience. She brings expertise in onboarding, operational workflows, and collaborative problem-solving, always aiming to make interactions efficient and seamless.
Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and has completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and financial operations. She combines her analytical skill set with a people-first mindset, striving to make complex processes feel approachable and to support others with patience and clarity.
Outside of work, Avi Claire lives in Denver with her boyfriend and their dog, Mowgli. She enjoys spending time with her family, traveling, photography and any activities that bring creativity and balance to her life.
My approach revolves around a comprehensive understanding of clients' tax situations and estate plans. I encourage collaboration with their CPAs and estate planning attorneys to align our strategies seamlessly.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re 100% prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
PRESERVATION OF YOUR LEGACY
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
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Get to know
Dan
Dan grew up in the Chicago area and developed a strong interest in the stock market. After completing his bachelor's degree in business administration with concentrations in finance and information systems from Fordham University's Gabelli School of Business in New York City, he embarked on his career at Eze Software Group, a financial technology company and electronic trading software. Starting in client service, Dan steadily progressed to consulting and implementation roles, where he directly interacted with traders, portfolio managers, and operations personnel at institutional trade desks.
During his time at Eze, Dan had the pleasure of meeting his wife, Jess. Together, they decided to relocate to Bellingham, Washington, to be closer to her family. This prompted Dan’s transition to Merrill, where he served as a financial advisor, gaining valuable experience before eventually taking on the responsibility of managing a local independent advisory office in Bellingham.
In 2022, Dan joined Savvy, drawn by their cutting-edge technology resources, which he viewed as a valuable opportunity to provide better client service. Dan’s specialization lies in assisting individuals in his community in achieving their retirement goals. For those approaching retirement, his focus is on implementing effective savings and contribution strategies. For those already in retirement, he prioritizes sustainable and tax-efficient income strategies. Collaborating closely with clients' tax professionals is crucial to ensure that his investment advice aligns seamlessly with their unique tax situations.
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How did you become a financial advisor?
I grew up in the Chicago area and developed a keen interest in the stock market. After earning a bachelor's degree in business administration with concentrations in finance and information systems from Fordham University's Gabelli School of Business in New York City, I began my career at a financial technology company called Eze Software Group. I started in client service, eventually moving up to consulting and implementation, where I directly interacted with traders, portfolio managers, and operations personnel at institutional trade desks. While at Eze., I met my wife Jess, and we decided to move to Bellingham, Washington, closer to her family. This prompted my shift to Merrill as a financial advisor, where I gained valuable experience before managing a local independent advisory office in Bellingham. In 2022, I joined Savvy Advisors with the goal of leveraging their tech-enabled wealth management platform to serve my clients better.
What types of clients do you work with?
What areas of expertise do you have?
What kinds of strategies do you help clients with?
It’s typical that when I first start working with a family or individual, they don’t have a clear financial plan. In most cases, new clients have various investment accounts spread out across multiple custodians, they also may be unsure when they can retire and how much income they’ll need in retirement, and they typically aren’t making the most tax-efficient moves when it comes to their contribution and investment strategy. I then work with them to consolidate assets to simplify their financial life, refine their financial goals, and implement a tax-efficient investment strategy designed with their specific goals and personality in mind. From there, I meet with them regularly to make sure they’re staying on track and we’re making the necessary updates to their financial plan as their lives and goals inevitably evolve and change over time. I help my clients navigate a variety of financial challenges, and the plan to overcome or address those challenges is always driven by their specific goals and investment personality, almost every aspect of my practice and process is custom-tailored to each specific client.
What is your favorite part of working with clients?
What is it like partnering with Savvy?
Working with Savvy has been fantastic for me and I feel that my clients have benefited as well. The Savvy portal allows clients to track their net worth, goals, and overall financial picture with one easy-to-navigate login. The Savvy dashboard enhances communication and transparency, making my practice more efficient, therefore allowing me to spend more time working with and serving my clients. The internal resources, particularly the operations team, have been delivering white-glove service and helping to ensure a seamless experience for my clients.
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