Wade S. Perry AIF®, CPFA®

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 Bachelors 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 member of the Long Beach Estate Planning and Trust Council.

Wade served honorably in the United States Marine Corps and is a member of the Newport Beach American Legion Yacht Club and Newport Beach Post 291 Ceremonial Honor Guard. He is a Lector and Eucharistic Minister at his church. Wade lives with his wife and three children in Long Beach, where he coaches boys and girls youth athletics.