Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
advisor-hero
location

Denver, CO

Joe Perna

VP, Senior Wealth Advisor

Joe Perna is an experienced CFP® professional and Chartered Financial Analyst (CFA®) with over 17 years of wealth management experience. At Compound Planning, Joe primarily works with the "Millionaire Next Door" who is looking to navigate how to optimize their investment portfolios for their objectives and do smart tax and estate planning. Joe enjoys helping clients with tax planning strategies, whether it's Roth Conversions, Charitable Giving, or how to best gift to the next generation in the most tax advantaged way. His passion for helping people and his curiosity to all things finance allows him to dig deep to solve problems that arise fo...

More

(703) 646-8244

[email protected]

LinkedIn

Experience

Motley Fool Wealth Management

10 years

Northwestern Mutual

3 years

Morgan Stanley

3 years

Qualifications

American University

International Business, BSBA

Certified Financial Planner®

CFP®

Chartered Financial Analyst®

CFA®

Series 7

FINRA

Series 66

FINRA

Specialities

Investment management

Financial planning

Retirement planning

Tax planning

Estate planning

Insurance planning

Risk management

Executives

Professionals

Tech employees

Retirees

Compound logo

Your personal family
office

Compound