Todd Perry Email & Phone Number
Vice President and Partner @ EP Wealth Advisors
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Todd Perry Location
- Brighton, MI, US
Todd Perry Work
- 2025 -now Vice President and Partner @
- 2019 -2025 Private Weath Advisor @
- 2005 -2019 Senior Financial Planner @ Vintage Financial Services, LLC
- 2004 -2005 Logistics Coordinator @ Vector Logistics & Supply Chain Management
Todd Perry Education
- Investments & Wealth Institute
Retirement Management Advisor
2022-2022 - Yale School of Management
Certified Private Wealth Advisor (sm) Program (Wealth Management Theory & Practice)
2018-2018 - University of Pennsylvania
(Certified Investment Management Analyst (sm) Program)
2009-2009 - College for Financial Planning
(CERTIFIED FINANCIAL PLANNER® Certification Program)
2005-2007 - Central Michigan University
BSBA (General Management & Supply Chain)
1999-2003 - Flint Powers Catholic
High School
1996-1999
Todd Perry Skills
- Tax Preparation
- Risk Management
- Event Planning
- Personal Finance
- Strategic Financial Planning
- Retirement Planning
- Investments
- Investment Advisory
- Asset Management
- Financial Planning
- Tax
- Public Speaking
- Asset Allocation
- Investment Strategies
- Investment Management
- Project Planning
- Portfolio Management
- Logistics
- Strategic Planning
- Financial Planners
- Personal Tax Planning
Todd Perry Summary
- Todd Perry, based in Brighton, MI, US, is currently a Vice President and Partner at EP Wealth Advisors. Todd Perry brings experience from previous roles at Executive Wealth Management, Vintage Financial Services, LLC and Vector Logistics & Supply Chain Management. Todd Perry holds a 2022 - 2022 Retirement Management Advisor @ Investments & Wealth Institute. With a robust skill set that includes Tax Preparation, Risk Management, Event Planning, Personal Finance, Strategic Financial Planning and more. Todd Perry has 1 emails and 1 mobile phone numbers on RocketReach.
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