Mark Perrault, CFP®, MBA, CLTC
Wealth Management Advisor


Dunn Perrault & Associates

Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Wealth Management Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, Mark Perrault has worked hard to establish a reputation as a respected professional and his primary goal with his career is to build long-lasting relationships with his clients, based on trust, integrity, and loyalty. Mark Perrault strives to meet great people and be a lifelong resource to them in whatever way he can. Mark Perrault has an inner desire to serve both people and his community, a quality that is rooted in his experience as a former military officer. He is motivated by seeing others succeed and that's what keeps his engine humming.

Mark Perrault’s strengths as a financial representative are in his ability to relate to his clients by building trust and credibility, while conveying his knowledge and expertise in the financial services arena.  Please take a moment to review Mark Perrault's experiences and accomplishments.

Mark Perrault has his Bachelor of Science from the Leeds School of Business at CU-Boulder and is proud to be a profiled alumni and his MBA from Gonzaga University and continues to lead the Colorado Springs Alumi Chapter.

Professional Development

Certified Financial Planner

Mark Perrault has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

National Association of Insurance and Financial Advisors (NAIFA)NAIFA

Mark Perrault is a member of the National Association of Insurance and Financial Advisors (NAIFA).

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

Northwestern Mutual Forum

Mark Perrault is a member of Northwestern Mutual's Forum, a group recognized for helping clients achieve financial security. Only the top 5% of Northwestern Mutual's more than 6,000 financial representatives receive this annual honor.  Mark has reached the Forum status every year since 2012.

The Corporation for Long-Term Care Certification, Inc

Mark Perrault has obtained the Certified Long-Term Care designation (CLTC).  The "Certified in Long-Term Care" (CLTC) designation was created in 1999.  It focuses on the discipline of extended careplanning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.  Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.

The CLTC designation has been recognized and supported by The American College, NAIFA and major insurance carriers.

Million Dollar Round Table (MDRT)

Mark Perrault is also a qualifying member of the Million Dollar Round Table (MDRT).

MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

 

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