Perry Kotsiopoulos

Independent Financial Advisor and Founder

“Let’s work together today to build a better tomorrow”

I have been providing sound advice to clients for more than two decades. My goal is to empower my clients with the knowledge and confidence, so they can focus on the things they value the most like living life to its fullest and leaving a lasting

I am a lifelong Delaware County, PA resident and I moved to Media in 1997. My wife, Julie and I have three children that are currently attending schools in the Rose Tree Media School District.

I graduated from Temple University and earned my Bachelors of Business Administration with double majors in Marketing and General &
Strategic Management.

I am a Certified Retirement Counselor (CRC®). The CRC® is an accredited certification that helps me to identify and draft an appropriate
retirement plan for you and your family's particular situation. It also means I am committed to high ethical standards and continuing

I am dedicated to helping others in my community. Some of the organizations I enjoy helping are:
Middletown Free Library- Board Member
 Rotary Foundation of Media- Board Member
Media Arts Council 

Phone 610-505-3547