Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
David A. Perry is a CERTIFIED FINANCIAL PLANNER™ Practitioner that has been providing investment advice and financial service to individuals and businesses in the Seal Beach area for over 25 years with LPL Financial.
Kelly M. Perry is a CERTIFIED FINANCIAL PLANNER™ Practitioner that has been providing comprehensive management strategies to individuals and businesses in the Seal Beach area since 2011. During her college years, Kelly worked in the...
Nancy has been with Perry Wealth management since January 2005. She works on various administrative duties and covers the front desk. Nancy was born and raised in Boardman, Ohio where she graduated high school and then attended The...