Leadership
Practitioners at the helm.
AdvisorPilot is led by advisors and operators who have run the review cycle themselves, from custodian intake through the client conversation. Product direction, compliance posture, and client closing experience, not a generic tech developer who does not know what advisors need.
We are a small, focused team onboarding early firms.
Top leadership team
Chris Perussina
Founder & CEO
Chris has over 17 years of experience in the financial services industry. He is currently the President of Assured Wealth Advisors [AWA], a financial advisory firm in Walnut Creek, California serving clients throughout the Western States. Prior to forming AWA, Chris was the Retirement Services Coordinator for WESPAC Advisors, a small business and high net worth SEC Registered RIA in Orinda, California. He has interfaced with thousands of Qualified Plan Participants and Business Owners, advising on tax, retirement, and succession planning strategies. Chris is married and has two children.
Robert Perussina
Founder & CFO
Bob is Co-Founder and Chairman Emeritus at AWA. He has over 40 years of consulting and wealth management experience. Bob has held executive management positions at several financial services and software companies. His workshops were adopted nationally by large companies such as Nestle, Level3 Harris Digital, Pacific Gas & Electric, and Beringer Wine Estates. For the past 24 years, Bob has been the Director of Wealth Management Services for WESPAC Advisors, working with high net worth clients, business owners and large retirement plans. He received his Bachelor's Degrees in Environmental Biology and Economics from the University of California. Bob received his designation of Certified Financial Planner in 1982, and is an Accredited Investment Fiduciary. He graduated from the AIF Capstone Program, offered through the Wharton School of Finance at the University of Pennsylvania, West Coast Campus. Bob also holds a California Life Agent's license, and a Series 65 Investment Advisor Representative License.
Connect
Want to meet the team?
Email us at hello@advisorpilot.ai and we will set up a conversation, or explore the product tour to see the workflow we ship.