John R. Perry,  CFP<sup>&reg;</sup> - Financial Advisor

John R. Perry, CFP®

MS

Senior Financial Advisor

Cornerstone Wealth Management, LLC

1007 W Jefferson Ave
Effingham, IL 62401
(217) 347-0757

General

John Perry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cornerstone Wealth Management, LLC in Effingham, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance: IN,MO
  • Health/disability insurance: IN,MO
  • Fixed annuities: IN,MO
  • Variable annuities: IN,MO

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources