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    Joseph Perna

    Financial Planner at Motley Fool Wealth Management

    Joseph Perna is an experienced financial professional with over 17 years in wealth management.13 He holds both CFP® (Certified Financial Planner) and CFA® (Chartered Financial Analyst) designations.23

    Perna previously worked as a Senior Financial Planner and High Net Worth Team Lead at Motley Fool Wealth Management from November 2014.2 However, as of August 2024, he joined Compound Planning as VP, Senior Wealth Advisor.21

    Throughout his career, Perna has held positions at various financial institutions, including Northwestern Mutual and Morgan Stanley, where he served as a financial advisor during the Great Financial Crisis.13 His expertise spans areas such as financial planning, wealth management, and working with high-net-worth clients.

    It's worth noting that Perna's move to Compound Planning was part of a larger expansion for the firm, which added several experienced advisors in 2024, bringing their total assets under management to $2.5 billion.1

    Highlights

    Oct 30 · businesswire.com
    Compound Planning Builds on 2024 Success - Business Wire

    Related Questions

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    Joseph Perna
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    Location

    Denver, Colorado, United States