Stephen H. Perrin, CFP®

President

Stephen H. Perrin is the firm's founder, owner and principal. Steve completed the College for Financial Planning Certification Program and earned his CFP® board designation in 1989. In 1980, Mr. Perrin founded Underwriters Analysis and Advisory Services. In July of 1983, the firm was reorganized and incorporated as Coordinated Financial Planning Corporation and registered as an investment adviser with the Securities and Exchange Commission. He has been a member of the Financial Planning Association for the last 40 years.

• CFP® certified.
• 50 years of financial services experience.
• President and regular contact for individual clients.