The Keystone Wealth Partners Team
Perry’s approach to working with clients is very personal. Getting to know a family and listening to their unique stories allows him to build a stronger relationship and deeper understanding of their situation. Combining this empathy and desire to help others with his passion for financial planning, Perry is able to help families reach their financial goals as a Client Adviser at Keystone Wealth Partners
He works closely with other members of the Keystone Team to formulate and implement advice and individualized recommendations that best suit a client’s needs. With over a decade in the financial services industry, he utilizes his extensive knowledge to help clients plan for their future.
Perry holds a designation from the National Social Security Association (NSSA®) and is currently enrolled in the CERTIFIED FINANCIAL PLANNER (CFP®) coursework.
Growing up just south of Portland, Maine, Perry is a bigtime Boston sports fan, hockey being his favorite. You will often find a cup of coffee in his hand, as a self-described “coffee snob”. Although it’s gotten harder to get out on the course with a young family, golf will always be a passion of his. Perry and his wife Rachael enjoy hosting dinner parties, serving with their church community, and exploring new cities. They currently reside in Scottsdale, with their daughter Charley and are expecting their 2nd child in March.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-782-1034 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Keystone Wealth Partners, LLC acquired the Arizona branch of Warren & Hagensen Wealth Management, Inc. in 2014.
Keystone Wealth Partners is a Registered Investment Advisory Firm. Keystone Wealth Partners and Keystone Law Firm are separate entities and must be engaged independently