Perry Jeffries III on Clubhouse

Bio

The Entrepreneur’s CFO™️
“Closing the Wealth Gap…..ONE Business at a time”

Founder of “The Kashflow Club”

Go to 👉🏽 www.thekashflowclub.com

Hey Clubhouse! My name is Perry Jeffries III, CRPC, CPFA, PFP.

I am a fractional CFO for 7-Figure Businesses and the GO- TO Financial Advisor for Entrepreneurs.

⭐️EXPERIENCE
📆 19 Years Advising Businesses and Individuals
🔈 Standing Speaker for the Ohio Society of CPA’s
🎧 Workshop Presenter at the American Institute of Certified Public Accountants
💰Managed over $80,000,000 in client assets

⭐️COMPANIES
💎 CEO, Diamond Equity Advisors, LLC - “The Cashflow Concierge Company”
⚖️ President - Phy-nancially Fit, LLC - “Your Health is your Wealth”

⭐️CREDENTIALS
📈 Licensed Investment Advisor - Series 66
💵 Chartered Retirement Planning Counselor - CRPC (Retirement Planning, Asset Management, etc)
🔑 Certified Plan Fiduciary Advisor - CPFA (Retirement Plan Expert; 401k, 403B, etc)
💥 Certified Profit First Professional - Mastery Level - (Small-Business Profitability Coach) Get the Book 📚
📃 Life Insurance Licensed

⭐️FEATURED
🎙 Entrepreneur’s On Fire (podcast)
📽 ABC 6 News
📺 Fox 28 Segment - Financially Fit Fridays w/ Perry

⭐️PERSONAL
👭🏽 Father of Twin 13 year old girls
👔 Husband
🥃 Bourbon Sipper
♦️Nupe - Yo Baby 👌🏾
🏀 Ball-Player


Value Adds
🎙Podcast: The Entrepreneur CFO Show (Subscribe Today)
💰Profit First MasterClass Facilitator
🎥 Youtube: Perry Jeffries

Why I am on ClubHouse 🏠
Let me keep it 💯

After being in a couple of rooms, I was hesitant about getting on ClubHouse after hearing so much misinformation being shared around the area of business finance and investing.

After speaking to one of my clients who’s a ex-Professional Athlete, now turned Entrepreneur, I knew I had to get on here.

My client told me that my expertise is my gift to the world and not to share it would be sinful. So I’m here. My promise to YOU is to always provide REAL-TIME VALUE based upon real data and not opinions and to be a resource that you can trust and leverage.

Visit www.perryjeffries.com/freeresources/ and JOIN our ENTREPRENEUR ECOSYSTEM Facebook Group

🏛 Sign Up for our Monthly Profit First
Masterclass- link in IG Bio

For a consult, Hit me in the DM’s 📬 and give me a follow 🙏🏽

Let’s Collab! 🤝