Meet Nuno
Nuno T. Pereira, CTFA
Founder, President & Wealth Manager, Pereira Wealth Management
For more than 20 years, I've helped union members, retirees, and families plan for retirement and make the big money decisions with confidence. I explain things in plain language, and I'm there before, during, and after every decision.
My Story
I started in financial services in 1996, when I earned my Series 7 registration. Over the years I worked at several firms, earned my Certified Trust and Fiduciary Advisor (CTFA) designation, and served as Division Vice President and Northeast Regional Manager at Scarborough Alliance Group. For more than 20 years, my focus has been retirement planning.
I started my own firm so I could work with clients the way I believe it should be done: independently, with every plan built around the family in front of me, and with time to really get to know each one. Today we're based in Rutherford, New Jersey, and work with clients across the country.
For most of my career, I've worked side by side with union members, including many IBEW families. I know how pensions, union benefits, and 401(k) plans fit together, and I know how much is riding on decisions like a lump sum or an early retirement offer. Many of my clients come to me because a union member I already work with referred them, and I'm proud of that.
I also work with individuals and families who simply want to retire well and leave something behind for the people they love. Whoever you are, the goal is the same: a plan you understand and feel good about.
"Your needs and goals are our first priority. Always."
At a Glance
- RoleFounder, President & Wealth Manager
- In financial services since1996
- Retirement planningMore than 20 years
- DesignationCertified Trust and Fiduciary Advisor (CTFA)
- LicensesSeries 7, 24, 63, and 65 registrations, plus insurance licenses
- Labor communityAssociate Member, Amalgamated Local 426
- Office52 Chestnut Street, Suite 204, Rutherford, NJ 07070
- Check my backgroundFINRA BrokerCheck
How I Work With Clients
Four promises I make to every client, whether we're planning a pension decision or the next 30 years.
You Come First
When I give investment advice, I'm held to a fiduciary standard. Your goals drive every recommendation.
Plain Language
No jargon. I explain your options so you understand them, and you make the final call.
Clear on Costs
I don't earn commissions, and you'll know what you can expect to pay before you decide anything.
Here for the Long Run
Annual reviews and regular check-ins keep your plan current as your life and the markets change.
Want to see what working together looks like? See our process.
My designation
What the CTFA Means for You
The Certified Trust and Fiduciary Advisor (CTFA) designation is awarded by the American Bankers Association. It covers trusts, estate planning, tax law, investment management, and fiduciary duties.
Earning it takes years of experience and a comprehensive exam, and keeping it takes ongoing education. For you, it means help with more than investments, including how your plan fits with your estate and your taxes.
Where I come from
Rooted in the Labor Community
I'm a proud supporter of the labor community and an Associate Member of Amalgamated Local 426. I specialize in retirement planning for organized labor unions and working families.
I also work with union locals to bring retirement planning education to their members. See how we help union members.
Let's talk
Let's Start With a Conversation
The best way to know if we're a good fit is to talk. Tell me where you are and what you're working toward, and I'll tell you honestly how I can help. Or start with the page that fits you:
No cost. No obligation.
A relaxed first conversation, in person in Rutherford, by phone, or by video.
Schedule a Conversation Call 877-997-7113Or email nuno@pereirawm.com