John Peregrim, CFP®

Wealth Advisor, Director

Berwyn, PA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER® professional1

 

Work Experience

  • Joined MAI in 2024 through the acquisition of Hyperion Partners, where he served as the Director of Client Services since 2020
  • Passionate about helping clients achieve their goals through comprehensive financial planning and active business management strategies
  • Expertise in navigating for high-net worth clients with complex lives by driving the investment, tax, and estate planning advice

 

Life Outside of MAI 

  • Stays active by playing golf and tennis in his free time
  • Enjoys nature and traveling to national parks throughout the United States

 

Education

  • The Pennsylvania State University Schreyer Honors College, Bachelor’s of Science in Finance

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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