Perry Kotsiopoulos

“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