Kelly L Perry
Financial Advisor
.
ChFC®, FIC, RICP®, CLTC®, CKA®, BFA™
Start a conversation with me
About Kelly Perry
More Than Just Numbers: Guiding Your Wise Money Journey with Faith at the Center
For over 20 years, I've been on a faith-filled journey as a Financial Advisor, learning alongside my clients as we navigate the complexities of their financial lives. What I've discovered is that the most meaningful financial journeys are those where our values, especially our faith, are at the forefront.
My passion lies in helping Christians like you understand and embrace the concept of wise stewardship. When we view our finances through a lens of faith, it unlocks a powerful...
My qualifications
- Bachelors of General Studies, Pennsylvania State University-Main Campus
- Bachelors of Communications Studies/Speech Communicat, University of Pittsburgh-Pittsburgh Campus
- General Securities Representative
- Investment Company Products and Variable Contracts Limited Representative
- Agent
My state licenses
- Arizona
- Florida
- Georgia
- Illinois
- Kentucky
- Maryland
- New Jersey
- New York
- North Carolina
- Ohio
- Pennsylvania
- Rhode Island
- South Carolina
- Texas
- Virginia
- West Virginia
- Wisconsin
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.