Partner | Regional Director, Retirement Plan Services
Dennis Pearlman is a Partner & Senior Retirement Plan Consultant at Everhart Advisors. Dennis has over 25 years of experience in the financial services industry and is currently the managing partner of the Southwest Florida office located in Fort Myers. Prior to becoming a partner with Everhart Advisors, he was the managing partner for Case Pearlman Retirement Plan Advisors, LLC, a financial registered retirement benefit advisory firm specializing in advising member-managed clubs including athletic, yacht, golf, tennis, and country clubs.
Dennis earned professional designations such as the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®).
Dennis Pearlman has a Bachelor of Science in both Finance and Accounting from the University of South Florida.
For more information about professional designations, visit: https://everhartadvisors.com/professional-designations/