Troy Perry
Partner at Common Sense Financial an AOG Company | Holistic Wealth Architect | Helping High Earners Define Their Destination & Build the Plan to Fund It
- Role
- Partner at Common Sense Financial
- Location
- American Fork, UT, US
- LinkedIn followers
- 500 followers
About Troy Perry
Most financial advisors lead with products. I lead with a question: What does your best financial life actually look like? That single question changes everything — because you can\'t architect something you haven\'t defined. I work with high earners who are doing everything right: saving, investing, protecting. But who have never stopped to define the destination. The income they need. The lifestyle they want. The security that means they\'ll never worry about money again. That\'s the gap I close. Clarity first. Strategy second. Products last. What I help you build: › A defined financial destination — not a vague goal, a specific number › A wealth architecture tailored to your income, lifestyle, and timeline › Protection systems that ensure your plan survives anything life throws at it › Income strategies that fund the life you\'ve designed A penny for your thoughts — what does your ideal financial future actually look like?
Experience
Partner
Sep 2020 — Present · American Fork, UT, US
Leading and building the future of the company through agent training, developing individual client relations, and improving the experience of clients and product partners with our firm.
Skills
- Research
- Microsoft Word
- Time Management
- Microsoft Powerpoint
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Leadership
- Customer Service
- Social Media
- Public Speaking
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