Financial Advisor
James Perry, CFP® is a financial advisor at Cohen Investment Advisor and heads up the firm’s Amesbury office. He brings deep investment and planning experience to helping clients make confident financial decisions. With a background spanning investment management, portfolio analysis, and comprehensive financial planning, he offers a thoughtful, disciplined perspective designed to support clients through life’s most important decisions.
Before joining Cohen Investment Advisors, James spent over a decade at leading investment firms, where he analyzed portfolio performance, asset allocation, and risk across a wide range of investment strategies. This experience gave him a strong foundation in how portfolios are built, evaluated, and managed. He applies this knowledge now in a highly personalized, client-first advisory role.
As a CERTIFIED FINANCIAL PLANNER® professional, James combines technical investment expertise with holistic financial planning to help individuals and families align their wealth with their goals, values, and long-term priorities. His approach is collaborative and practical, focused on creating clarity, confidence, and continuity as clients navigate retirement, career changes, family needs, and generational planning.
James holds a bachelor’s degree in Marketing from Clark University, an MBA from Clark University, and lives in West Newbury, Massachusetts.
