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Perry Dufresne Chfc®

Private Wealth Manager at Creative Planning

Perry Dufresne ChFC® is a Private Wealth Manager with experience in financial advising and as a private client. Perry has worked at companies like Creative Planning, Keystone Wealth Partners, LLC, J.P. Morgan, Shultz & Co, and Longboard Asset Management. Perry received their education from the University of Southern Maine.

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Timeline

  • Private Wealth Manager

    April, 2022 - present