Perry Korszen,
CFP®, CIMA®
Associate Vice President, Investments
Perry is a Florida native who grew up in Englewood and attended Pine View School for the gifted in Sarasota. He then attended the University of Florida, where he majored in finance. While at UF, Perry was a brother in the Alpha Tau Omega fraternity and was a volunteer in the Big Brothers Big Sisters organization.
Upon graduating Perry was commissioned as an officer in the United States Marine Corps. He spent his time in the operating forces as a Platoon Commander for Combat Logistics Battalion 2. Perry was deployed to Afghanistan, where he served as convoy commander for frequent patrols throughout Helmand Province.
In 2013 Perry completed his military service and moved back to Florida to join the Korszen Financial Group as a financial advisor. In 2016, he was awarded the designation of CERTIFIED FINANCIAL PLANNER™ professional after completing the education, experience, ethics and examination requirements. In 2020 he was awarded the designation of Certified Investment Management Analyst®.
He is an active member of the Military Officers Association of Sarasota, the Veterans of Foreign Wars (VFW) and Big Brothers Big Sisters of the Sun Coast.
Certified 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.
Raymond James is not affiliated with the above organizations and/or charitable causes.
