Wade S. Perry, AIF®, CPFA®

Managing Principal

Wade Perry is a Managing Principal and Co-Founder of Stonemark Wealth Management. In addition to overseeing Stonemark’s compliance with SEC regulations, Wade is focused on working with clients to implement comprehensive, customized solutions for asset allocation, estate planning and philanthropic strategies.

Wade began his financial career with Putnam Investments as a Retirement Plan Specialist. He then moved to American Express Financial Advisors where he was named a Managing Principal and Branch Manager. Prior to co-founding Stonemark (formerly WESPAC Advisors SoCal, LLC), Wade was a Vice President at Tower Asset Management, where he developed a client practice of high-net-worth individuals as well as several corporate retirement plan clients. He has held Securities Licenses: 6, 7, 24, 63 and 65 and a California Life and Health Insurance Producers license and has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Certified Plan Fiduciary Advisor (CPFA) credential — developed by the National Association of Plan Advisors (NAPA) and demonstrates knowledge, expertise and commitment to working with retirement plans.

Wade earned a cum laude bachelor’s degree from the University of Massachusetts, Boston and has provided market, economic and financial planning commentary to media outlets including CNN, CNBC, FOX NEWS, and KCAL9. He is a Director on the Board of The Fisher House Foundation of Southern California.

Wade served honorably in the United States Marine Corps deploying multiple times including active participation in Operation Desert Shield/Storm. He is also a member of the Newport Beach American Legion, Newport Beach Post 291 and their Ceremonial Honor Guard. The Honor Guard provides military funeral ceremonies for veterans who have served honorably in the United States Military and provides support services for community events with numerous variations of Color Guard teams.

He is a Lector and Eucharistic Minister at his church. Wade lives with his wife and family in Long Beach.

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