Perry Jeffries
Financial Strategist • Diamond Equity Advisors
Columbus, Ohio, United States •
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About
I am a financial strategist with over 22 years of experience in the financial services industry. I serve as the President of Diamond Equity Advisors, a registered investment advisory firm, and am the Founder of Cash Flow Unlocked. My expertise includes wealth management, tax mitigation, and corporate cash flow optimization using the Profit First framework. I have presented for over 10 consecutive years as a standing spotlight speaker for the Ohio Society of CPAs, taken the national stage at the AICPA national convention, and appeared on a weekly segment for Fox 28 ("Financially Fit Fridays") as well as the Entrepreneurs On Fire podcast.
Speaking Topics
Signature Programs (3)
A structured five-day intensive designed to help business owners identify hidden capital, restructure personal debt, and leverage cash metrics identically to corporate banks. Participants build an immediate roadmap to optimize internal cash flow efficiency.
A deep-dive execution workshop built around the trademarked W.E.A.L.T.H.Y. operational framework. Attendees identify financial leaks, legally minimize their tax burdens, and construct a personalized blueprint to eliminate dependency on active career income.
• An elite executive coaching ecosystem designed to transition high-income earners to complete work-optional status within 12 to 36 months. Provides weekly institutional strategy sessions, private wealth ecosystem architecture, and ongoing implementation support.
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