President & Senior CFO | Diamond Equity Advisors LLC
Perry Jeffries III, CRPC, CPFA, 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 individuals and businesses financial planning, asset management, investing, insurance, and retirement planning.
As a fractional CFO, Perry consults 6-8 Figure Entrepreneurs and Small Businesses in the area of cash management, profitability, debt reduction, and 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 ™