David T Perrott, CFP®515-401-1495
Dave is a financial advisor who obtained his CERTIFIED FINANCIAL PLANNER™ professional designation. He joined Guide Financial Group in 2019. His passion is to help clients build wealth and protect the things that they love most. As a young man, Dave saw firsthand the incredible impact that professional financial help could have on a family. This experience was the catalyst that would lead him to pursue a career helping others work towards their financial goals and dreams.
Before joining Guide Financial Group, Dave spent 14 years at Wells Fargo Home Mortgage as a mortgage consultant and manager. He graduated from Faith Baptist Bible College with a bachelor’s degree in English Education and was a member of the soccer team and student leadership. Dave attributes his experiences with athletics in high school and college as deeply formative for his personal work ethic, integrity, and commitment to continuous improvement.
A native of central New York, Dave has fond memories of family vacations in the Finger Lakes and attending Syracuse Orange basketball home games. He currently resides in Polk City with his wife, Amy, and their 4 children: Lily, Sophia, Luke, and Ryan. He is very active in his community and church, but in his free time he enjoys reading good books, trips to the movies, and exploring the outdoors with this family. Dave loves the ocean, so it’s no surprise that a trip to Fiji is on his bucket list. He is also a self-professed “foodie” and enjoys making delicious meals for his friends and family.
David is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Guide Financial Group is independently owned and operated.