Proudly Welcome Our Newest Partner Jon Paul Cirelli

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.

Securities offered through Great Point Capital, LLC; member FINRA/SIPC/IEX.

Advisory services offered through Coastal Way Financial Group LLC; a State of Florida registered investment adviser. Nothing in this communication should be construed as a solicitation to buy or sell any investment. Investments in products such as DSTs can only be made through a PPM and are for accredited investors only. This e-mail, including any attachments, is intended only for the person or entity to which it is addressed, and may contain confidential information that is proprietary or privileged. If you are not the intended recipient, please immediately notify the sender by replying to this email and delete the message and any attachment(s) from your system. Any review, retransmission, disclosure, saving, copying, printing, modification or other use of this e-mail message or attachments other than by the person or entity to which it is addressed is forbidden. Great Point Capital, LLC and Coastal Way Financial Group, LLC (collectively GPC/ CWFG) archive and review outgoing and incoming e-mail and it may be produced at the request of regulators or in connection with any litigation. GPC/ CWFG accept no liability for any errors or omissions arising as a result of transmission. Any proposals, offers or other potential terms described or referred to in this message are “subject to contract” and shall not be binding on any member of GPC/ CWFG or any affiliate thereof, unless otherwise expressed and intended or until documented in a written agreement executed by all necessary parties by their duly authorized representative(s). Past performance is not indicative of future results. Please do not convey securities orders via e-mail, as the GPC/ CWFG are not responsible for their timely execution. Certain professionals of Coastal Way Financial Group are representatives of GPC, which is otherwise unaffiliated with Coastal Way Financial Group, LLC 

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