State
Ohio
Description
Stephen Perrin Jr. received his degree in finance from Northern Kentucky University and has been in the financial services industry since 1992. Steve is a Chartered Financial Consultant®. He handles many essential responsibilities within our firm including the development and implementation of investment strategies, directing client account management, and meeting with clients to review their accounts, get updates on their lives and discuss outlooks with them.
Our firm's services include Retirement Planning, Tax and Cash Flow Planning, Estate Planning and Investment Management.
- CHFC® certified.
- President and owner.
Investment advisory products and services are made available through Coordinated Financial Planning Corporation, a registered investment adviser.
