About Perry Jeffries
First and foremost, Perry is a husband, father and entrepreneur, who happens to be a financial advisor and business coach.
Perry has a unique blend of being a subject matter specialist in the areas Fitness, Finance and Entrepreneurship with over 30 years of combined experience in these 3 areas.
He has helped hundreds of clients improve their quality of life through fitness and has also advised hundreds of households and businesses in the area of finance while managing over $70 million of client assets.
At one-point Perry also managed a personal real-estate portfolio of over $4 million.
But Perry has had his challenges too.
His real-life experiences of losing everything in the great recession of 2007-2009; from his good credit, to cash and the majority of his net-worth; having his collegiate basketball career end abruptly because of injuries and being a single parent gives him a perspective that is unique to the market-place.
“I’ve been there. I have experienced extreme highs and lows in my fitness and finances. Those experiences allow me and my team to understand exactly where clients are are and how to get to the next level. We can do this, because I have been there personally”
As a Coach and Consultant, Perry gives tangible direction and guidance, but he also covers in his coaching and speeches the topics of perseverance, accountability, and having a champion mindset. He connects with his audience because he speaks from personal experience and has weathered the storm and came out stronger.
Perry is currently being featured on Fox 28 in the segment “Financially Fit Fridays w/ Perry” where is provides tangible information to individuals and businesses on a weekly basis.
In the areas of finance, Perry currently Holds a Series 7 License(Securities License), Series 66 License (Investment Advisor), Life / Health / Annuity Licenses(Insurance License), has a CRPC (Chartered Retirement Planning Counselor) Designation through the College of Financial Planning and has the CPFA (Certified Pension Fiduciary Advisor) Designation.
In the areas of fitness, Perry has held the CSCS (Certified Strength and Conditioning Specialist) certification through the NSCA (National Strength and Conditioning Association) and still holds the PES (Performance Enhancement Specialist) certification through the NASM (National Academy of Sports Medicine).
In addition, Perry is also a Certified Profit First Professional specializing in business cash-management and profitability.
©2020 Perry Jeffries. All Rights Reserved. Services provided by Diamond Equity Advisors LLC, (DEA, LLC). DEA, LLC is a registered investment adviser offering advisory services. DEA, LLC does not provide specific tax or legal advice. Please consult your attorney and CPA.
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