O U R A D V I S O R S
Perry Buckman CRPC® AIF®
President, Partner
PIM Portfolio Manager
Institutional Plan Fiduciary Consultant
“If you will it, it is not a dream.”— Theodore Herzl
About Perry
Perry Buckman is Partner and President of Pathlight Advisors headquartered in Scottsdale, AZ. He has over 20 years of experience focusing on private client wealth and institutional retirement plan management.
From 2021-2023 Perry has been recognized by Forbes™ Magazine as one of the Best in State Wealth Advisors in Arizona.* Perry has also held the Platinum Council distinction from 2012-2023. This distinction is held by a select group within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production in the previous year, and professionalism. These designations underscore his ability to understand his clients’ aspirations and develop comprehensive and holistic strategies to help achieve those objectives. More importantly, it reflects his focus on earning his clients’ trust by offering sound, objective, and professional advice.
Perry holds several industry registrations including being an Accredited Investment Fiduciary (AIF®), CRPC®, Series 7, Series 66, Series 31. He is also able to incorporate insurance solutions into his clients plans with his variable life and health insurance licenses.
Perry received his Bachelor of Science degree from the University of Arizona. In his free time Perry enjoys traveling and spending time with his family—especially the newest addition to his family, his beloved granddaughter.
From 2021-2023 Perry has been recognized by Forbes™ Magazine as one of the Best in State Wealth Advisors in Arizona.* Perry has also held the Platinum Council distinction from 2012-2023. This distinction is held by a select group within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production in the previous year, and professionalism. These designations underscore his ability to understand his clients’ aspirations and develop comprehensive and holistic strategies to help achieve those objectives. More importantly, it reflects his focus on earning his clients’ trust by offering sound, objective, and professional advice.
Perry holds several industry registrations including being an Accredited Investment Fiduciary (AIF®), CRPC®, Series 7, Series 66, Series 31. He is also able to incorporate insurance solutions into his clients plans with his variable life and health insurance licenses.
Perry received his Bachelor of Science degree from the University of Arizona. In his free time Perry enjoys traveling and spending time with his family—especially the newest addition to his family, his beloved granddaughter.
CA Insurance License # 4033682 Resident State: AZ
*2024 Forbes Best-in-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research, LLC based on time period from 6/30/22-6/30/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22 (Source Forbes.com). 2022 Forbes Best-in-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source Forbes.com). 2021 Forbes Best-in-State Wealth Advisors: Awarded April 2021: Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.
*Insurance products are offered through our affiliated non-bank insurance agencies.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, Pathlight Advisors is a seperate entity from WFAFN.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure, may also be used to determine recipients.