Perry Jeffries III: Financial Planning and Retirement Planning

Show Summary Perry Jeffries shares in this episode how he has been able to grow his book of business leveraging the Profit First methodology (Financial Planning using Profit First). He believes that the Profit First Methodology is an absolute necessity for minority businesses. Perry is not an accounting professional. He is an Investment Advisor (Series 66, Life Insurance and Annuities, and CRPC and CPFA Designation). He shares why a Financial Advisor became a Profit First Professional.     Perry Jeffries III, CRPC, CPFA —Your CFO and Consulting Specialist—  is the President of Diamond Equity Advisors, a Registered Investment Advisory and Business Consulting firm located in Columbus, OH, with clients across the country. As a traditional financial advisor, Perry’s firm offers financial planning, asset management, investing, insurance, and retirement planning to Individuals and Businesses. As a fractional CFO, Perry consults 6-7 Figure Entrepreneurs and Small Businesses in cash management, profitability, debt reduction, retirement, and tax planning. In addition, Perry has also earned the credential of becoming a Certified Profit First Professional. Perry’s trademarked brand is The Entrepreneur’s CFO ™ A former school teacher and personal trainer, Perry has dedicated his life to helping others. In addition to his Financial Credentials, Perry is also a certified John Maxwell Speaker and Coach in Leadership. Perry attended Central-Hower High School in Akron, OH. After graduation, he played for coaching legend Bill VanGundy at Genesee Community College. He became an All-Region Awardee and runner-up for Player-of-the-Year in the conference. Perry then earned a full Division-I athletic scholarship to Tennessee State University, where he completed his formal education, earning a degree in Mathematics and a minor in Biology. Perry was previously featured on Fox 28 Columbus OH in the segment “Financially Fit Fridays w/ Perry,” where he provided entertaining yet thought-provoking content to individuals and businesses every week. Perry has recently been a standing spotlight speaker for the Ohio Society of CPAs for three consecutive years, presenting Financial Planning and Cash Flow Management workshops. In addition, Perry has taken the national stage as a workshop presenter at the AICPA (American Institute of Certified Public Accountants) National Convention. Lastly, Perry earned international exposure on the acclaimed podcast, Entrepreneur On Fire, where he taught his Master Class, “You’re Accidentally Killing Your Company.” Perry, his wife Sara, and their beautiful twin daughters, Micalyn and Madelyn, reside in Columbus, OH. In his personal time, Perry enjoys working out, being a self-proclaimed “foodie,” playing cards or chess, traveling, and coaching his twin daughters in basketball. Website:

Increase profitability in your firm like never before!

Apply Now


Leave a Reply

Your email address will not be published. Required fields are marked *