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Joseph Perna

Financial Planner at Motley Fool Wealth Management

Joseph Perna is an experienced Financial Planner with a strong background in the financial services industry. His expertise includes Portfolio Management, Strategic Planning, Financial Planning, Options, and Securities. Despite working full-time, Joseph has dedicated himself to earning various designations in his field. He pursued Bachelor of Science in International Business at American University - Kogod School of Business, where he gained essential knowledge in this area. Joseph has held key roles at reputable organizations such as Motley Fool Wealth Management, Northwestern Mutual, and Morgan Stanley Smith Barney. He started his career as an Intern at Calvert Foundation, showcasing his commitment to continuous growth and learning.

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Location

Denver, Colorado, United States