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 nearly 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
legacy.
I am a lifelong Delaware County, PA resident and I moved to Media in 1997. My wife, Julie and I have three children.
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
education. CRC conferred by InFRE®.
I am dedicated to helping others in my community. Some of the organizations I enjoy helping are:
Middletown Free Library
Rotary Foundation of Media
Media Arts Council