Matthew Ryan Perrone

Current Employers

Employment History

• 06/2015 → Present
  The Retirement Solution Inc.
  Redmond, WA
• 06/2015 → 12/2017
  Retirement Income Solutions Inc.
  Redmond, WA
• 04/2023 → Present
  The Retirement Solution Inc.
  Redmond, WA

Other Businesses

1. Home Buddy; investment related: No; 6313 N 83rd PL Scottsdale, AZ 85250; real estate listing; investor/2% owner; 2019-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 2. I invested some money to gain a 2% share in a real estate listing service run by my friend and brother. It's a partnership so losses/gains carry through. I have no active roles in the company, just a passive investor. 3. Change Brothers LLC (Hero Dad); investment related: No; Location of the business: 98272; Description of the business: We are creating a series of courses designed to help young fathers (40 and younger) be better at what they do. Whether it's personal health, relationship with their kids, relationship with their spouse, managing family values, leading a home, etc. The core of the business will be online courses that people can subscribe to that will allow them access to various audio/visual material on the topic they choose. Each course will have it's own price and will consist of video/audio recordings set to a slide show background to reinforce the material. My brother will also offer face-to-face coaching on that material which I will not participate in. We will also record a podcast that will cover the same material as the web-based courses to give people previews of what we discuss.; Position Title: Co-Owner; Responsibilities Duties: development of course materials, recording of presentations and podcasts.; Start date with business: 2020-02-05; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1. 4. Matthew Ryan Perrone is a Member of The Society for Financial Awareness (SOFA) of the Greater Seattle Area. This is a non-profit organization whose mission is to provide free financial education to employees of local businesses to increase financial literacy. As a Member, Matthew pays an annual fee and does not receive any compensation for his role with SOFA. His activities as a member comprise approximately of 1% of his time. 5.THE RETIREMENT SOLUTION, LLC. INVESTMENT RELATED, LICENSED INSURANCE AGENT, RECOMMENDS AND SELLS INSURANCE PRODUCTS TO CLIENTS AND RECEIVES COMMISSIONS FROM INSURANCE SALES. CLIENTS ARE NOT REQUIRED TO PURCHASE RECOMMENDED INSURANCE PRODUCTS THROUGH THE REPRESENTATIVE AND MAY PURCHASE SUCH PRODUCTS FROM UNAFFILIATED INSURANCE AGENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-17