Perry Kotsiopoulos
Independent Financial Advisor and Founder
“Let’s work together today to build a better tomorrow”
I provide sound advice to my clients, so they can focus on the things they value the most like providing for themselves, loved ones, living life to its fullest, and leaving a lasting legacy. We work together to plan and invest so they can create the building blocks to success.
Personal Information
I am a lifelong Delaware County, PA resident and for more than 20 years have been living in Media. My wife Julie and I have three young children. In my free time I enjoy hiking, cheering for the Philly sports teams, cooking, and going to restaurants.
I spent the early part of my career in Management for several Fortune 500 firms where I was responsible for territory management, and supervision of hundreds of employees. I found that I had an affinity for financial management and decided to change careers and enter the financial services field. A year after, I met Julie when we worked at a small insurance agency. I am thankful that I made the change because I met Julie, and it led me to becoming an Independent Financial Advisor. I appreciate the background and knowledge I gained by working in corporate America, but being a small business owner is so much more meaningful and fulfilling to me and my family. I am honored and so appreciative that my clients place their trust in me.
Educational Background
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. I have my investment securities and insurance licenses.
Community Engagement
I take a leadership role in, and am dedicated to helping others in my community. I am particularly focused on helping children with literacy and education. I volunteer my time with, and am a member of the following organizations:
- The Rotary Club of Media- Member
- Foundation Board Member: Term 2020-2023
- Rose Tree Media Optimist Club- Member
- Optimist International-Atlantic Central District
- Finance Committee Board Member: Term 2019-2020
- Sergeant at Arms: Term 2019-2020
- Middletown Township Business and Professional Association- Member
- Media-Upper Providence Free Library- Volunteer and help with fund raising