Philadelphia Main Line
Fiduciary Financial Advisor

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.

Why choose CJ Perry Financial?

Our firm provides the opportunity for ongoing financial advice. Our clients generally include people who are planning to retire soon or who are recently retired. We’re available to answer your questions and address your concerns.

Ready to Learn More?

I am here to work with you. Schedule an appointment below to discuss your financial needs and goals.

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