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portrait of Daniel Perlmutter
FINANCIAL ADVISOR

Daniel Perlmutter

CRPC™
11 Gamecock Ave Suite 1102, Charleston, SC 29407opens in a new window
CallSend Me a Message

About Daniel

Born and raised in a close-knit Charleston family, I know how to listen to your needs, crunch the numbers and create a custom financial strategy that’s focused on you. I’m an easy guy to talk to: tell me about your hopes, fears and dreams and I’ll use what I learn to help you reach your goals. If something changes, we have another nice conversation.

A graduate of the University of South Carolina with a MBA in international business and experience in corporate analytics, I talk to my clients in language they understand. As a husband and father of two daughters, two...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Hispanic Family Finances
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of SC ColumbiaMasters

Personal Interests

  • Home Improvement
  • Real Estate
  • Running
  • Surfing
  • Technology

Team Members

  • Natalie Hernandez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(843) 571-7007

Fax

(888) 519-3048

Office Address

11 Gamecock Ave Suite 1102
Charleston, SC 29407opens in a new window

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