Perry Dufresne Chfc®
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Perry Dufresne Chfc® Email & Phone Number

Private Wealth Manager at Creative Planning
Location: Phoenix, Arizona, United States 5 work roles 1 school
1 work email found @keystonewealthpartners.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@keystonewealthpartners.com
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Current company
Creative Planning
Role
Private Wealth Manager
Location
Phoenix, Arizona, United States
Company size
631 employees

Who is Perry Dufresne Chfc®? Overview

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Quick answer

Perry Dufresne Chfc® is listed as Private Wealth Manager at Creative Planning, a company with 631 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at keystonewealthpartners.com and a matched LinkedIn profile for Perry Dufresne Chfc®.

Perry Dufresne Chfc® previously worked as Financial Adviser at Keystone Wealth Partners, Llc and Private Client at J.P. Morgan. Perry Dufresne Chfc® studied at University Of Southern Maine.

Company email context

Email format at Creative Planning

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{first}@keystonewealthpartners.com
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AeroLeads found 1 current-domain work email signal for Perry Dufresne Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Perry Dufresne Chfc®

Perry Dufresne Chfc® is a Private Wealth Manager at Creative Planning. They possess expertise in investments, equities, financial markets, fixed income, securities and 21 more skills.

Listed skills include Investments, Equities, Financial Markets, Fixed Income, and 22 others.

Current workplace

Perry Dufresne Chfc®'s current company

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

Creative Planning
Creative Planning
Private Wealth Manager
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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5 roles

Perry Dufresne Chfc® work experience

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

Financial Adviser

Keystone Wealth Partners, Llc

Chandler, AZ

The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Jan 2017 - Apr 2022

Adviser

Shultz & Co

Phoenix, Arizona Area

Jan 2015 - Sep 2016
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

CJ Chris Johnson, Cfp®, Mba Chris Johnson, Cfp®, Mba Colleague at Creative Planning Atlanta, Georgia, United States, United States View → NB Nick Burchstead Nick Burchstead Colleague at Creative Planning Overland Park, Kansas, United States, United States View → HM Harrison M. S. Wirth Harrison M. S. Wirth Colleague at Creative Planning New York City Metropolitan Area, United States View → TC Trishita'S Creativity School Trishita'S Creativity School Colleague at Creative Planning Bangladesh, Bangladesh View → RD Rylee Ditzfeld Rylee Ditzfeld Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → JH Justin Hawksley, Cfp®, Mba, Apma® Justin Hawksley, Cfp®, Mba, Apma® Colleague at Creative Planning Denver, Colorado, United States, United States View → GW Gabriel Wilson, Cfp®, Cpwa® Gabriel Wilson, Cfp®, Cpwa® Colleague at Creative Planning St Louis, Missouri, United States, United States View → DC Dillon Cuddigan Dillon Cuddigan Colleague at Creative Planning Kansas City Metropolitan Area, United States View → SB Sherry Becchina Sherry Becchina Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → SW Susan Wickoren Susan Wickoren Colleague at Creative Planning Overland Park, Kansas, United States, United States View →
1 education record

Perry Dufresne Chfc® education

FAQ

Frequently asked questions about Perry Dufresne Chfc®

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

What company does Perry Dufresne Chfc® work for?

Perry Dufresne Chfc® works for Creative Planning.

What is Perry Dufresne Chfc®'s role at Creative Planning?

Perry Dufresne Chfc® is listed as Private Wealth Manager at Creative Planning.

What is Perry Dufresne Chfc®'s email address?

AeroLeads has found 1 work email signal at @keystonewealthpartners.com for Perry Dufresne Chfc® at Creative Planning.

Where is Perry Dufresne Chfc® based?

Perry Dufresne Chfc® is based in Phoenix, Arizona, United States while working with Creative Planning.

What companies has Perry Dufresne Chfc® worked for?

Perry Dufresne Chfc® has worked for Creative Planning, Keystone Wealth Partners, Llc, J.P. Morgan, Shultz & Co, and Longboard Asset Management.

Who are Perry Dufresne Chfc®'s colleagues at Creative Planning?

Perry Dufresne Chfc®'s colleagues at Creative Planning include Chris Johnson, Cfp®, Mba, Nick Burchstead, Harrison M. S. Wirth, Trishita'S Creativity School, and Rylee Ditzfeld.

How can I contact Perry Dufresne Chfc®?

You can use AeroLeads to view verified contact signals for Perry Dufresne Chfc® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Perry Dufresne Chfc® attend?

Perry Dufresne Chfc® studied at University Of Southern Maine.

What skills is Perry Dufresne Chfc® known for?

Perry Dufresne Chfc® is listed with skills including Investments, Equities, Financial Markets, Fixed Income, Securities, Customer Service, Bloomberg, and Small Business.

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