Perry CPA & Group LLC and Coastal Way Financial Group proudly welcome our newest partner, Jon Paul Cirelli!

With over 20 years of experience specializing in tax efficient alternative investments, Jon Paul Cirelli is a licensed professional who provides personalized investment advice across a range of investment avenues. He maintains his Series 7, 63, 65, life, health, variable annuity and real estate license. He has extensive knowledge in syndications, DSTs and Opportunity Zones and has participated in over 3.5 billion in syndication.

Jon Paul graduated from Nazareth College of Rochester, securing his Bachelors of Science with a double major in Business Administration and Spanish and a minor in International Business. Jon Paul covers everything from financial and pension planning to investment advice, estate planning, and comprehensive tax planning strategies, including 1031 exchanges and 1033 exchanges. Jon Paul believes that financial planning is not a set- and-forget process and needs constant overseeing and tweaking to ensure solid returns. As a well-recognized name in the 1031 exchange space, Jon Paul is incredibly passionate about what he does, helping clients make well informed decisions about diversifying their portfolios.

Jon Paul has worked consistently for years, keeping his clients’ goals and interests above everything and at the core of all he does. Some of Jon Paul’s investment solutions include:

• Retirement and Estate planning
• Alternative Investments
• DST/TIC Investments
• 1031 Exchanges
• 1033 Exchanges
• Opportunity Zones

Jon Paul takes great pride in his triumphs and considers his clients’ prosperity his achievement. His practical approach to portfolio management, in-depth knowledge of TIC investments, Delaware Statutory Trust (DST), and 1031 exchange procedures, along with his commitment to his clients’ needs, allow him to deliver the value they seek. Jon Paul has assisted commercial and investment real estate owners using 1031 exchanges to defer capital gains taxes on their property sales.

Please welcome Jon Paul. He will help ensure that Perry CPA & Group, LLC and Coastal Way Financial Group, LLC change the game.

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