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Name
Shane Perry
Title
Financial Planner, The Retirement Solution
Bio
Shane Perry received his Bachelor of Science in Financial Planning and Advising from Purdue University. In addition, he studied Economics with emphasis on investment mathematics, accounting, estate planning, statistics, and tax law.
At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.
Shane has been an active Rotarian of Rotary International since 2009. From 2009 until 2014, Shane was Treasurer and held a board position on his Rotary Club in Arizona. Shane also maintains an active board position for the Rotary eClub One and is the Chair for the Finance Advisory Committee.
Shane and his wife, Dr. Hillary Perry, live in Redmond, Washington. They maintain active roles in their church, Saint Jude’s Roman Catholic Church, where they both spearhead various out-reach programs. They also enjoy exploring and hiking throughout the PNW when they are not visiting family in the mid-west and Arizona.
At the beginning of 2014, Shane joined The Retirement Solution as a Client Manager with the motivation and commitment to represent a client’s needs above all else. In 2019, Shane changed his title to Associate Planner. Seeking to build on his passion to further help people transition smoothly into retirement with the knowledge and confidence of a solid income plan, Shane was promoted to Financial Planner status in June 2020. Building strong relationships and watching his clients achieve and sustain their retirement hopes and dreams is what inspires Shane’s work to thrive every day.
Shane has been an active Rotarian of Rotary International since 2009. From 2009 until 2014, Shane was Treasurer and held a board position on his Rotary Club in Arizona. Shane also maintains an active board position for the Rotary eClub One and is the Chair for the Finance Advisory Committee.
Shane and his wife, Dr. Hillary Perry, live in Redmond, Washington. They maintain active roles in their church, Saint Jude’s Roman Catholic Church, where they both spearhead various out-reach programs. They also enjoy exploring and hiking throughout the PNW when they are not visiting family in the mid-west and Arizona.
