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Todd Perry, Cfp®, Cima®, Cpwa®, Rma® Email & Phone Number

Vice President and Partner at EP Wealth Advisors
Location: Brighton, Michigan, United States 4 work roles 6 schools
1 work email found @ewmadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@ewmadvisors.com
LinkedIn Profile matched
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Current company
EP Wealth Advisors
Role
Vice President and Partner
Location
Brighton, Michigan, United States
Company size
30 employees

Who is Todd Perry, Cfp®, Cima®, Cpwa®, Rma®? Overview

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Quick answer

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® is listed as Vice President and Partner at EP Wealth Advisors, a company with 30 employees, based in Brighton, Michigan, United States. AeroLeads shows a work email signal at ewmadvisors.com and a matched LinkedIn profile for Todd Perry, Cfp®, Cima®, Cpwa®, Rma®.

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® previously worked as Private Weath Advisor at Executive Wealth Management and Senior Financial Planner at Vintage Financial Services, Llc. Todd Perry, Cfp®, Cima®, Cpwa®, Rma® holds Certified Private Wealth Advisor (Sm) Program, Wealth Management Theory & Practice from Yale School Of Management.

Company email context

Email format at EP Wealth Advisors

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*@ewmadvisors.com
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AeroLeads found 1 current-domain work email signal for Todd Perry, Cfp®, Cima®, Cpwa®, Rma®. Compare company email patterns before reaching out.

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Profile bio

About Todd Perry, Cfp®, Cima®, Cpwa®, Rma®

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® is a Vice President and Partner at EP Wealth Advisors. He possess expertise in retirement planning, financial planning, asset management, asset allocation, tax preparation and 11 more skills.

Listed skills include Retirement Planning, Financial Planning, Asset Management, Asset Allocation, and 12 others.

Current workplace

Todd Perry, Cfp®, Cima®, Cpwa®, Rma®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Vice President and Partner
Brighton, MI, US
Website
efpadvisors.com
Employees
30
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Company profile
View company profile Email format
4 roles

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® work experience

A career timeline built from the work history available for this profile.

Private Weath Advisor

Current
Executive Wealth Management

Brighton, Michigan

Executive Wealth Management is built on the lasting principals of trust, community and compassion set forth by our founder in 1981. As fiduciaries, our mission is to help build, defend and advance the investments of our clients, families, and community while providing a legacy of economic well-being. We believe in a fee-based approach which helps align our.

Jan 2019 - Present

Senior Financial Planner

Vintage Financial Services, Llc

Ann Arbor, MI

Oct 2005 - Jan 2019

Logistics Coordinator

Vector Logistics & Supply Chain Management

Novi, MI

Jan 2004 - Oct 2005
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at efpadvisors.com. View company contacts for 30 employees →

MJ Michael J. Lay Cfp® Michael J. Lay Cfp® Colleague at Ep Wealth AdvisorsBrighton, Michigan, United States, United States View → JH Jasen Hilson Jasen Hilson Colleague at Ep Wealth AdvisorsHowell, Michigan, United States, United States View → CP Catherine Parkey Catherine Parkey Colleague at Ep Wealth AdvisorsPlymouth, Michigan, United States, United States View → CS Christine Schilling Christine Schilling Colleague at Ep Wealth AdvisorsDetroit Metropolitan Area, United States View → CH Chris Hopkins Chris Hopkins Colleague at Ep Wealth AdvisorsVenice, Florida, United States, United States View → AY Alyssia Young Alyssia Young Colleague at Ep Wealth AdvisorsJackson, Michigan, United States, United States View → JG Jolene Govender Jolene Govender Colleague at Ep Wealth AdvisorsDurban, KwaZulu-Natal, South Africa, South Africa View → MR Michael R. Chechel, Jr Michael R. Chechel, Jr Colleague at Ep Wealth AdvisorsBrighton, Michigan, United States, United States View → AR Abby Ryan Abby Ryan Colleague at Ep Wealth AdvisorsPlymouth, Michigan, United States, United States View → ST Siggi Tu Siggi Tu Colleague at Ep Wealth AdvisorsChestnut Hill, Massachusetts, United States, United States View →
6 education records

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® education

Retirement Management Advisor

Investments & Wealth Institute

Certified Investment Management Analyst (Sm) Program

University Of Pennsylvania

Completed two exams as well as advanced investment management coursework taught at The Wharton School at the University of Pennsylvania..

Certified Financial Planner® Certification Program

College For Financial Planning

Coursework included Financial Planning, Investment Management, Taxation, Retirement Planning, & Estate Planning

High School

Flint Powers Catholic
FAQ

Frequently asked questions about Todd Perry, Cfp®, Cima®, Cpwa®, Rma®

Quick answers generated from the profile data available on this page.

What company does Todd Perry, Cfp®, Cima®, Cpwa®, Rma® work for?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® works for EP Wealth Advisors.

What is Todd Perry, Cfp®, Cima®, Cpwa®, Rma®'s role at EP Wealth Advisors?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® is listed as Vice President and Partner at EP Wealth Advisors.

What is Todd Perry, Cfp®, Cima®, Cpwa®, Rma®'s email address?

AeroLeads has found 1 work email signal at @ewmadvisors.com for Todd Perry, Cfp®, Cima®, Cpwa®, Rma® at EP Wealth Advisors.

Where is Todd Perry, Cfp®, Cima®, Cpwa®, Rma® based?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® is based in Brighton, Michigan, United States while working with EP Wealth Advisors.

What companies has Todd Perry, Cfp®, Cima®, Cpwa®, Rma® worked for?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® has worked for Ep Wealth Advisors, Executive Wealth Management, Vintage Financial Services, Llc, and Vector Logistics & Supply Chain Management.

Who are Todd Perry, Cfp®, Cima®, Cpwa®, Rma®'s colleagues at EP Wealth Advisors?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma®'s colleagues at EP Wealth Advisors include Michael J. Lay Cfp®, Jasen Hilson, Catherine Parkey, Christine Schilling, and Chris Hopkins.

How can I contact Todd Perry, Cfp®, Cima®, Cpwa®, Rma®?

You can use AeroLeads to view verified contact signals for Todd Perry, Cfp®, Cima®, Cpwa®, Rma® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Todd Perry, Cfp®, Cima®, Cpwa®, Rma® attend?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® holds Certified Private Wealth Advisor (Sm) Program, Wealth Management Theory & Practice from Yale School Of Management.

What skills is Todd Perry, Cfp®, Cima®, Cpwa®, Rma® known for?

Todd Perry, Cfp®, Cima®, Cpwa®, Rma® is listed with skills including Retirement Planning, Financial Planning, Asset Management, Asset Allocation, Tax Preparation, Investments, Portfolio Management, and Investment Management.

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