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Duncan Perry
Financial Advisor
Duncan Perry is a financial professional who serves as the Principal at Smarter Bear Financial.12 He is also the Founder and Chief Compliance Officer of the company.2 With a background in financial planning, Duncan's career began at IBM, where he worked as a financial planner.2
Education and Experience
Duncan Perry received his education from Cornell University.1 His experience in the financial industry spans over two decades, with a focus on providing customized financial planning and advisory services.13
Professional Background
Prior to founding Smarter Bear Financial, Duncan accumulated over 25 years of experience in global high-tech and software companies. His work history includes roles in both early-stage venture-backed firms and multinational public corporations.6
Current Role
As the Principal at Smarter Bear Financial, Duncan Perry offers tailored financial planning services to clients.1 The company was formally launched in partnership with Larry Derany, as announced on February 26, 2024.5
Regulatory Information
According to SEC records, Duncan G. Perry is actively registered with Smarter Bear Financial Advisory (CRD# 325148) and is not currently inactive or suspended with any regulator.4
Contact Information
Duncan Perry's LinkedIn profile can be found under the username "duncanperry".1 He may also go by variations of his name, including Duncan N. Perry or Duncan G. Perry.7
Highlights
Anders Lindell #Kudos I really appreciate all the work that you have put in for our new website #ThankYou
I'm very happy to announce that I have formally launched a financial advisory business with my business partner Larry Derany. The new practice will be called Smarter Bear Financial. This is a move that we have been discussing for many years (20+), and the opportunity to turn my experience with financial planning, employee benefits, and equity compensation into a service to help people with their own financial planning is truly exciting.
Early last year, Larry and I decided to start Smarter Bear Financial. We’ve passed the Securities and Exchange Commission Series 65 exam, and completed the SEC and state registration process. We are registered with the State of Massachusetts as a Registered Investment Advisor firm (RIA) and can serve clients in all states except Louisiana. As part of our soft launch, we have agreements in place and provide services to an initial group of clients, and are building our practice .
By starting our own RIA, we can set our policies and make business decisions 100% aligned with our values and priorities. We are fiduciaries putting clients' interests ahead of our own. We are independent and fee-only advisors - paid only for our unbiased advice and services - no commissions or referral fees. We build plans in collaboration with clients while leveraging the most advanced technologies for tax planning, cash flow planning, education funding and portfolio construction.
Please check out our website at www.smarterbear.net. We are always happy to have no-cost and no-obligation conversations to introduce ourselves and our services and explore how we can add value to your family’s financial life. This includes second opinions for folks investing on their own or those working with another advisor.
Many thanks to Mark Palmer, michael akashian, Dan Rice, Venk Mutalik, Thomas Hill, Jay M., Lorinda Visnick, Jack Palmer, Eddie Galvez, Lena Lisitskaya, Daniel Pimentel for their support and feedback in getting us to this milestone. Special thanks to Anders Lindell for creating our new website.
