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Specialties
I am Founder of CJ Perry Financial LLC.
With over 30 years of financial services experience, I'm an accomplished, client-focused wealth management professional. At my previous firm, BLB&B Advisors, LLC, I enjoyed doing financial planning for clients and was also a member of the firm’s Investment Committee. Prior to joining BLB&B, I was a Principal at 1919 Investment Counsel where I worked as a Portfolio Manager and Analyst and managed a top-performing financial services mutual fund. I also worked as a Portfolio Manager and Analyst at both John Hancock Investments and Turner Investments. I hold an MBA in Finance with a concentration in investment management from Drexel University and a Bachelor of Science degree in Business Administration from Villanova University. While at Villanova, I was a member of the Villanova men’s crew team and was actively involved with Campus Ministry. I hold the Chartered Financial Analyst (CFA) designation and CERTIFIED FINANCIAL PLANNER™ certification in addition to being a member of both the CFA Society of Philadelphia and the Financial Planning Association of Philadelphia. I was also the former Chair of the Finance Committee of the Villa Maria Academy High School Advisory Board. Outside of work, I enjoy community service, running, rowing, and traveling with my family.
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Always free for clients.
CFA, CFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
See CJ Perry Financial website for disclosures