Contact
New York NY, 10018
212-625-1200
Joe Perna, CFA, CFP®
Advisor
“After graduating college in 2007 and working at Morgan Stanley during the Great Financial Crisis, I sought somebody or something to make sense of what was happening in the financial world and sadly, not too many resources were available. I found Barry’s ‘Big Picture’ blog and found that to be incredibly insightful, and then came Josh Brown’s ‘Reformed Broker’, then Michael and then Ben. When I learned that they created a dream team by coming together under one roof, I’ve been trying to find my way to the Ritholtz team ever since.”
“I love helping people. There are daunting decisions that people are faced with that they have maybe one shot at making, whether it’s when do I retire, how do I make sure that my family is ok, when should I take Social Security, or how do I best save taxes over the long run. I’ve had the good fortune to have seen hundreds if not thousands of those decisions occur and can provide objective advice on what’s best and some pros and cons from prior clients that might help inform their decision. Because we know decisions are not purely financial, I like being able to help clients make the decision that works best for their particular circumstances—it’s an extremely rewarding profession and I absolutely love what I do!”
“Spending time with my wife Nicolette, and two children, Cece and Nick. I love playing and watching soccer, reading all sorts of genres of books and listening to podcasts (and yes, the Ritholtz suite of podcasts are must listens). I’m also focused on getting back on the Tennis court, but it’s a little deflating when my superstar spouse (former D1 player) whoops me every time.”
19 Years
BSBA International Business, American University. CFA. CERTIFIED FINANCIAL PLANNER®
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