Todd Perry CFP ®, CIMA®, CPWA®, RMA®

Vice President, Partner

Brighton, Michigan

Contact Todd

Todd is an experienced wealth advisor who believes in the critical integration of tax planning and investment strategies as key components of effective wealth management. With a strong background in retirement planning and tax preparation, Todd brings a unique perspective to the financial planning process.
Prior to joining EP Wealth, he served as a Senior Private Wealth Advisor at Executive Wealth Management, where he worked closely with clients to develop personalized, holistic financial strategies.
A graduate of Central Michigan University, Todd began his career in financial services in 2005. In addition to holding the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Todd has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations, underscoring his expertise and commitment to the highest standards of financial planning.
Todd resides in Brighton with his wife, Kristen, and their three children. Outside of work, he enjoys playing hockey, golfing, and staying active in the Brighton community.