Your Team

Perry D. Reghetti
Managing Director, Partner

Professional Experience

A native of Cuyahoga Falls, Ohio, Perry grew up with an appreciation for family, community and hard work. With advisory practice experience dating back to 2000, Perry served as a vice president with Merrill Lynch, then founded Perry Reghetti & Associates in 2002. As a Registered Investment Advisor, his investment and planning process remains focused on what his clients’ best interests. 

Areas of Expertise 

  • Retirement planning
  • Behavior finance coaching 
  • Investment management

Education and Certifications 

  • Case Western Reserve University, Masters in anesthesia 
  • Kent State University, Bachelor of Science in nursing 
  • The University of Akron, Bachelor Degree in commerce and finance
  • Boy Scouts of America, Eagle Scout

Community Involvement 

  • Perry works with local schools to help youths get an early start toward financial independence. 

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