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Stephen Perrin has assembled a team of professionals with experience in tax and financial planning, investment strategies, portfolio management, and estate planning.
The products and services we offer are tailored to Each client's needs. These include basic portfolio analysis and investment advising to designing and implementing, monitoring and refining comprehensive financial plans for individuals and businesses.
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As Seen In Cincinnati Magazine
October 2009
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is the firm's
founder, owner and principal. Steve founded the company in 1980 as Underwriters Analysis and Advisory Services. In July of 1983, the firm was reorganized and incorporated as Coordinated Financial Planning Corporation
and registered with the Securities and Exchange Commission.
Steve has successfully completed
the
Series 7
(securities),
22
(representative)
and
24
(registered
principal)
examinations. His registrations
are held by Lincoln Financial
Securities Corporation (please
see our
legal
disclosure). He has been a member of the Financial Planning Association for the last 30 years. |
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received his degree in finance from Northern Kentucky University and has
21 years of experience in the financial services industry. Steve completed the College for Financial Planning Certification Program and earned his
CFP® board designation in 1998. He carries out many essential responsibilities within our firm including researching and analyzing investment strategies, piloting client account management and designing, implementing and caring for our clients' financial plans.
Steve has successfully completed
both the
Series 7
and
22 examinations; these
registrations are held by
Lincoln Financial Securities
Corporation (see
legal
disclosure).
He is an investment advisor representative
of Coordinated Financial
Planning Corporation. |
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joined Coordinated Financial Planning after holding positions in
several public accounting firms in their financial planning services groups. Scott's extensive field experience makes him an excellent resource. His primary role is to enhance client service by complementing
Mr. Perrin's best-practices approach to financial planning. Scott supports all aspects of the company's financial
strategy design and implementation. He has over 23 years of financial services experience, 12 of which he has worked as an
associate of Coordinated Financial Planning. Scott is a graduate of the University of Cincinnati. |
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graduated from Thomas More College with degrees in both accounting and in business administration. He has 16 years of experience in the financial services industry. Matthew received his Certified Financial Planner® designation in June, 2001. Matt supports the development, implementation and maintenance of financial
strategies. He also plays a critical role in reviewing and updating current financial
strategies. His client-focus and attention to detail make him an excellent
resource in developing client financial strategies and in researching and analyzing financial products on Mr. Perrin's behalf. |
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has 15 years of experience in the financial services industry and 22 years working in client service. She is a graduate of the College for Financial Planning CFP® Professional Education Program. Beth assumes many roles in our office, not least among which is assisting
Mr. Perrin in carrying out tasks related to underwriting. However, her ministerial duties are not limited to one specific area; she is a true jack-of-all trades. She plays an essential role in supporting financial plan implementation and
in assuring the quality of our client
service. |
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is the most recent addition to Coordinated Financial Planning. Benson’s area of expertise is in information systems security and data communications networks. In addition to these skills, Benson has an MBA (international business concentration) and undergraduate and masters degrees in Hispanic literature and teaching Spanish as a second language. He is currently preparing for the CFP® board exam. |
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OUR EXTENDED TEAM
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As Certified Financial Planners®, it is our fiduciary responsibility to
represent our clients' best interests.
To best achieve this, we have assembled a team of
trusted experts who we consult when addressing our clients' unique needs. |
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has 30 years of experience in both the
public and private sectors. His practice
encompasses the areas of tax,
accounting, pension plans, and financial
and estate planning. Mr. Wilhelm specializes in
working with small businesses and
individuals. We consult with him
periodically on certain financial plans
when his expertise is needed. |
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is the managing senior partner with the
law firm of Robbins, Kelly, Patterson &
Tucker, and he is Chairman of the
Business Law Department. Fred joined the
firm in 1974 after graduating from the
University of Cincinnati College of
Law; he became a firm partner in 1978.
Mr. Robbins
specializes in planning for small to
medium sized businesses and real estate
law. Mr. Robbins and his associates provide
many of our clients assistance in the development
and review of their
estate plans. |
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joined the law firm of Robbins, Kelly,
Patterson & Tucker in 1992 and graduated
from the University of Cincinnati
College of Law in 1994. Mr. Sherman concentrates
his practice in the areas of general
business law, taxation and estate
planning. |
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received his degree in finance from
Xavier University in 1982. He has been engaged in the
preparation and implementation of
financial plans for our clients since 1986.
Jagdish has taught financial and tax
planning seminars for corporations and
the public and has been a guest on
various local radio talk shows. |
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is
the President of Ohio Insurance Consultants,
Inc, a firm he established in 1980. Mr.
Schnebeli has worked extensively with industry
leaders in developing LTC insurance
policy and in designing consumer
education and agent training programs.
Additionally, he is one of a select few individuals
in the Greater Cincinnati area
with more than 2 decades of experience
in LTC
insurance. He is licensed to
practice in the continental US. |
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