Perry Jeffries III
In addition to being the Principal Owner of Diamond Equity Advisors, Perry is also the Lead CFO and Head Financial Planner of the firm…
Perry Jeffries III
CRPC, CPFA, CEO of Diamond Equity Advisors
A Registered Investment Advisory and Business Consulting firm located in Columbus, OH with clients across the country.
As a traditional financial advisor, Perry’s firm offers financial planning, asset management, investing, insurance and retirement planning to Individuals and Businesses.
As a fractional CFO, Perry consults 6-7 Figure Entrepreneurs and Small Businesses in the area of cash management, profitability, debt reduction and retirement and tax planning.
In addition Perry has also earned the credential of becoming a Certified Profit First Professional. Perry’s trademarked brand is The Entrepreneur’s CFO ™
A former school teacher and personal trainer, Perry has dedicated his life to helping others. In addition to his Financial Credentials, Perry is also a certified John Maxwell Speaker and Coach in the area of Leadership.
Perry attended Central-Hower High-School in Akron, OH. After graduation, he played for coaching legend, Bill VanGundy, at Genesee Community College, where he became an All-Region Awardee and runner up for Player-of-the-Year in the conference.
Perry then earned a full Division-I athletic scholarship to Tennessee State University, where he completed his formal education earning a degree in Mathematics and a minor in Biology.
Perry was previously featured on Fox 28 Columbus OH in the segment “Financially Fit Fridays w/ Perry” where he provided entertaining yet thought-provoking content to individuals and businesses on a weekly basis. *paid advertisement in part by the E. CFO and Sponsorship
Most recently, Perry has been a standing spotlight speaker for the Ohio Society of CPAs for 3 consecutive years, presenting workshops on Financial Planning and Cash Flow Management. In addition, Perry has taken the national stage as a workshop presenter at the AICPA (American Institute of Certified Public Accountants) National Convention.
Lastly, Perry earned international exposure on the acclaimed podcast, Entrepreneur On Fire, where he taught his Master Class, “You’re Accidentally Killing Your Company.”
Perry, his wife Sara and their beautiful twin daughters, Micalyn and Madelyn reside in Columbus, OH.
In his personal time, Perry enjoys working out, being a self-proclaimed “foodie”, playing cards or chess, traveling and coaching his twin daughters in basketball.
Licenses and Designations
In the areas of finance, Perry has held a Series 7 License (Securities License), Series 66 License (Investment Advisor), Life / Health / Annuity Licenses (Insurance License), has earned the CRPC (Chartered Retirement Planning Counselor) Designation through the College of Financial Planning and has the CPFA (Certified Plan Fiduciary Advisor) Designation.
In addition, Perry owns one of the few firms across the globe that holds the Certified Profit First Professional certification; specializing in business cash-management and profitability.
Perry is also a member of the John Maxwell Global Leadership Team, where he has earned the certification of Speaker and Coaching and has been a Brand Ambassador for the founder of FUBU, Daymond John of the hit TV series Shark Tank.
As the Operations Manager for Diamond Equity Advisors, Sasha is responsible for managing and creating key systems that support clients and team members alike.
Sasha is married to her best friend Chris and the mom of 2 amazing kids. Originally from NY, Sasha and her family have called Ohio home for the last 14 years.
Early into becoming a mom, Sasha knew she wanted to create a legacy for her family. The vision was to build a business and create generational wealth. With a certificate in Business Accounting and a passion for business, she made a plan to accomplish her goals. In 2018 when both of her kids were in school, she knew it was time to launch her business. It was at that time Figueroa Virtual Services was born.
As CEO of Figueroa Virtual Services, Sasha started with providing Virtual Assistant service. She provided high level support to her fellow entrepreneurs and CEOs. She was an important role with her clients and helped them grow while she tended to the everyday tasks that needed to be done. As her business grew, Sasha took on the next chapter and began training to be an Online Business Manager (OBM).
As an OBM also known as an Operations Manager, Sasha is a virtually based support professional who manages online based businesses, including the day-to-day management of projects, operations, metrics and the team. Sasha creates systems within her clients business to help them take back their time, increase revenue and let their business finally work for them.
Cendy Marie T. Banaga
Head of Concierge
Cendy Started her online freelancing career as a Virtual Assistant in 2014.
She helped a lot of clients mostly in real estate and hospitality business in America and Asia.
She specializes in customer service support, data entry and administrative support. She also manages a team of VA for clients.
What started as a part-time job eventually eventually led her to create a life she wanted. The experience, knowledge and skills she gained from freelancing career enables her to collaborate with clients turned business partners to achieve their business goals in their rental and hospitality business by enhancing their customer support function. Being an online concierge for their businesses.
She believes in giving back the blessings that God gave her. In 2019, she created her Virtual Agency. She employed 3 amazing women. Most of them are moms who, like her, wanted to take care of their family and kids at home while at the same time, build a career and earn a living.
Presently, Cendy is a new addition to the Diamond Equity Advisors Team. She is Perry's liason and would be the one helping you in your onboarding process in our program.
Global Creative Architect
Jerrian is the one managing DEA’s marketing division which encompasses creative direction, web development and visual production. Perry calls him the “Swiss-Army Knife” for his skills in multiple areas. With his expertise, he has helped turn DEA into the financial authority that is known today.
Jerrian has experience working in diverse industries and collaborations with international Brands such as Google, Clearblue, Bath & Body Works. His work has been featured on the MTV Network with exclusive invitation to BET's Rip the Runway and highlight of Las Vegas Fashion industry's trade show, MAGIC. He is the founder of his own creative agency, KDC Marketing and the mobile app development company, Plush Apps.
Aside from his technical skillset, he is a music aficionado, anime lover, gym enthusiast and foodie. He completed Ohio Deli’s 30-minute Dagwood Challenge that was featured on Man vs Food - in 18 minutes.