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Christopher Perry (CFA, CFP®, MBA, RICP®)

Christopher Perry focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Financial Planning Retirement Planning Wealth Management Investment Management

Additional Information

With over 30 years of financial services experience, I’m an accomplished, client-focused wealth management professional. My firm’s mission is to help individuals and families realize their life goals by executing a financial plan supported by an appropriate investment strategy.

NAPFA Start Date

September 24, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

335 Lenape Drive Berwyn, PA 19312 Phone: (610) 220-1833
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