I Permadi

Don is a Senior V.P. ? Investments is a dedicated financial advisor since 1997 known for building long-term relationship based on trust, integrity, & measurable results. He manages portfolios of institutional & individual clients throughout the US with designation of PIM Portfolio Manager specializing in portfolio & asset allocation, risk & reward analysis, investment planning, security analysis & selections, options strategy, goal-based analysis, & cash flow analysis. He's committed to truly understanding client?s goals, values, & life circumstances. By combining personalized strategies with deep industry knowledge, economic & investment background, he helps clients navigate complex financial decisions & stay on track toward financial independence. He takes his clients into a comprehensive self-discovery journey to find the true meaning of wealth. He believes financial planning is not just about numbers; it?s about helping people live the life they envision. He began his career in wealth management where he was involved in client acquisition, investment planning, portfolio & goal analysis. He has a Master of Business Administration (MBA) from Cleveland State University. This foundation provided a strong platform to analyze financial markets, develop tax-efficient investment strategies, & deliver holistic advice tailored to each stage of life. He has Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (NASAA Uniform Investment Adviser Law), Series 31 (Futures Managed Funds), & Life & Health Insurance licenses. He loves volunteering, golfing, martial arts, aviation, interior design, & immersing in foreign languages