Christopher J. Perry, CFA, CFP®, RICP®
Founder of CJ Perry Financial LLC
With over 30 years of financial services experience, I’m an accomplished, client-focused wealth management professional. Finance, investing and financial planning are areas that I am passionate about. Throughout my career, I’ve managed a diverse set of individual and institutional investment portfolios, including top-performing mutual funds. I’ve worked for clients in a variety of investment environments including speculative, defensive and high-correlation markets. I enjoy providing financial planning services for pre-retiree and retiree clients.
I’m a member of the CFA Society of Philadelphia, Financial Planning Association of Philadelphia and XY Planning Network. When I’m not working with clients, I enjoy teaching a Master’s level Portfolio Management course at my Alma Mater, Villanova University, spending time with my growing family, being involved at my local church parish, and rowing on the Schuylkill River in Philadelphia.
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