Sign In
Get Clay Free →

Suggestions

    Mike Perna

    Principal at Flying Point Advisors

    Mike Perna is the Principal at Flying Point Advisors, a firm he founded to provide accounting and financial planning services tailored for entrepreneurs, small business owners, and self-employed individuals. Based in Freeport, Maine, he focuses on helping clients manage their finances effectively so they can concentrate on their personal and professional lives.13

    Professional Background

    • Current Role: Principal at Flying Point Advisors since February 2024.
    • Previous Experience:
      • SVP of Finance at The Wanderlust Group (June 2021 - January 2024), where he managed financial operations for a company that develops technology platforms for outdoor adventurers.1
      • VP of Finance at The Wanderlust Group (January 2016 - May 2021) and earlier roles in finance at Merrill Lynch and State Street Bank.13

    Education and Certifications

    • BSBA in Business Administration from Boston University - School of Management (2002 - 2006).
    • Holds the Chartered Financial Analyst (CFA) designation and is a licensed Certified Public Accountant (CPA) in Maine.13

    Firm Overview

    Flying Point Advisors specializes in:

    • Business strategy
    • Accounting
    • Tax preparation
    • Personal financial planning

    Perna's expertise lies in scaling businesses through effective financial management, particularly within technology-driven environments.12

    Highlights

    FLYING POINT ADVISORS | Form ADV - RADiENT Analytics

    Related Questions

    What inspired Mike Perna to start Flying Point Advisors?
    How has Mike Perna's experience at The Wanderlust Group influenced his work at Flying Point Advisors?
    What specific services does Flying Point Advisors offer to entrepreneurs and small business owners?
    How does Mike Perna's background in technology startups benefit his clients at Flying Point Advisors?
    What are some notable achievements of Mike Perna in his financial career?
    M
    Get intro to Mike
    Add to my network

    Experience

    Principal at Flying Point Advisors (February 2024 - Present)
    SVP of Finance at The Wanderlust Group (June 2021 - January 2024)

    Education

    BSBA in Business Administration from Boston University - School of Management (2002 - 2006)

    Location

    Freeport, Maine, United States