Let us put together a personalized recommendation just for you!
Our team of Fool Wealth Advisors has set aside time in the coming weeks to offer complimentary consultations to prospective clients just like you – folks saving for retirement, trying to make their retirement funds go further, or investing for other long-term goals.
Let us show you how the Foolish investing approach could potentially give you more confidence, and help you reach your financial goals. We’ll give you a customized asset allocation composed of our actively managed strategies – exclusively available to Fool Wealth clients.
Let’s pursue a smarter, happier, and hopefully richer future together!
Joe Perna, CFA, CFP®Senior Wealth Planner
After turning an internship into a full-time position as a financial advisor at a prominent Wall Street firm, Joe saw firsthand how monetary incentives in the financial services industry could shift the focus from a client’s need to an advisor’s pocket. Joe would rather focus on providing honest advice to help clients meet their goals. In addition to his experience with investments, he spent time in the risk management industry, providing internal consulting on disability insurance, life insurance, and long-term care insurance to representatives of Northwestern Mutual.
Megan Brinsfield, CPA, CFP®Director of Financial Planning
Megan is a nationally recognized finance expert who specializes in financial planning, tax advice, and estate planning. She began her career as a CPA, mainly working with high-net-worth families and business owners. She also spent several years working almost exclusively with corporate executives of Fortune 500 companies on their financial planning and tax strategy.