EWM's Newest Addition: Todd Perry, CFP®, CIMA®, CPWA®Submitted by Executive Wealth Management on February 8th, 2019
Everyone at Executive Wealth Management is excited to welcome the newest addition to our company: Todd Perry. Prior to joining EWM as a Private Wealth Advisor, he worked as a Senior Financial Planner for an independent wealth management firm gaining extensive experience in financial planning and portfolio management. Todd’s background also includes tax planning and preparation, having prepared returns for over ten years. He believes the integration between taxes and investments, and the proactive planning work involved, are a vital part of the wealth management process and has been previously quoted in The Wall Street Journal discussing the subject.
Todd is a graduate of Central Michigan University and started in the financial services industry in 2005. In addition to being a Certified Financial Planner (CFP®), he has also earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations. He currently resides in Brighton with his wife, Kristen. When not spending time with their three children, Todd enjoys hockey, golf and being involved in the Brighton community.