A complete list of active advisors currently associated with Pers Pro

Warmer can help you find a great advisor at Pers Pro or one who fits your needs even better.

PERS Pro provides fee-only financial planning and implementation services to individuals, with a stated focus on mid- to late-career state employee professionals. The firm does not act as a custodian or provide discretionary investment management; clients retain and manage their own investment accounts while PERS Pro assists with plan development, implementation tasks, and educational materials. The firm’s investment guidance emphasizes a passive, long-term buy-and-hold approach, recommending broad asset allocation implemented through low-cost index mutual funds and ETFs and avoiding market timing or active security selection. Financial plans are tailored to each client’s goals, risk tolerance, and tax considerations, with optional follow-up implementation assistance and periodic plan updates. What is distinctive about PERS Pro is its use of a fixed‑fee model rather than percentage-of-assets-under-management, an uncommon billing approach for firms in its category. The firm is recently established, produces pro‑bono educational content (including videos and podcasts), and offers targeted pro‑bono planning to select teachers, alongside defined monthly implementation support and structured plan-update services.

To learn more about the advisors currently working at Pers Pro, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.