What is Bishop Capital Advisor?
                     ASSET MANAGEMENT & FINANCIAL 
PLANNING
ABOUT
Bishop Capital Advisors is a fiduciary wealth 
management firm providing asset management, 
comprehensive financial planning, and Personal 
CFO services for individuals and families. Our 
mission is to provide exceptional wealth 
management services across all aspects of our 
clients’ financial affairs so they have the clarity, 
confidence, and comfort to focus on living their 
ideal lives.
WHO IS PERRY BEAN?
• Perry Bean is a financial advisor based out of Boca Raton, 
Florida, who has been in the financial industry for 14 
years. Bean is an employee of Cwm, LLC. Over the course 
of their career, they have held roles at Morgan Stanley 
Smith Barney, Metlife Securities Inc, Jp Morgan Chase 
Bank Na, Gallacher Capital Management, LLC, Cheyenne 
Group, Purshe Kaplan Sterling Investments, Cwm, LLC Dba 
Nichols Wealth Partners and Cwm, LLC. Bean has a Series 
66 license, designating them as both a securities agent 
and an investment advisor representative, and is 
approved to serve investors in Florida.
SERVICES
• Asset Management
• Financial Planning
• Personal CFO
CONTACT US
    ADDRESS
301 Yamato Road, Suite 1140, Boca Raton, 
Florida, 33431
    CONTACT US
561-303-6032
EMAIL 
[email protected]
PERRY BEAN SOCIAL LINKS
• https://www.linkedin.com/in/perrybean
• https://www.facebook.com/perrybishopbean
• https://instagram.com/perrybbean
• www.tiktok.com/@perrybbean
• https://www.youtube.com/@perrybeanbocar
aton
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• https://twitter.com/PerryBishopBean