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
✓ Verified Jul 2026 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 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
View company profile Email format
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 →

SQ Stefany Quirico, Cfp® Stefany Quirico, Cfp® Colleague at Creative PlanningAustin, Texas Metropolitan Area, United States View → DV Dagen Voigtman Dagen Voigtman Colleague at Creative PlanningPlattsmouth, Nebraska, United States View → RS Robyn Smeltzer Robyn Smeltzer Colleague at Creative PlanningSan Tan Valley, Arizona, United States View → BD Brandon Dukes Brandon Dukes Colleague at Creative PlanningIron Mountain, Michigan, United States View → CM Cassidy Mcmaster Cassidy Mcmaster Colleague at Creative PlanningKansas City Metropolitan Area, United States View → EH Emily Hanover, Cpa Emily Hanover, Cpa Colleague at Creative PlanningUnited States View → KC Kaitlyn Crathorne Kaitlyn Crathorne Colleague at Creative PlanningOverland Park, Kansas, United States View → RG Randeep Gill Randeep Gill Colleague at Creative PlanningOverland Park, Kansas, United States View → MS Mason Schoen, Cfp®, Awma™, Apma™ Mason Schoen, Cfp®, Awma™, Apma™ Colleague at Creative PlanningOverland Park, Kansas, United States View → NJ Nikki Johnson Nikki Johnson Colleague at Creative PlanningUnited 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 Stefany Quirico, Cfp®, Dagen Voigtman, Robyn Smeltzer, Brandon Dukes, and Cassidy Mcmaster.

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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