Meet Our Founder

brettBrett Peroni,

Owner of Peroni Financial Group, has been passionately helping people for over a decade.  Realizing that a little advice can go a long way, Brett is inspired by bringing people closer to their goals and building long-term relationships.  By encouraging his clients to step out of their comfort zone, together they design financial plans that encompass their hopes and dreams. He believes the public is severely underserved and misinformed when it comes to financial planning and utilizes his education and technology to give his clients the best chance of creating wealth and living the life they’ve always dreamed of.

Brett graduated from the Worcester Polytechnic Institute (WPI) in 1993, where he graduated with distinction and received a B.S. in Management Engineering and minored in Finance.  His Financial Engineering approach to clients planning is what separates him from the traditional advisors that exist in abundance.   He is a proud member of the prestigious Million Dollar Round Table- The Premier Association of Financial Professionals, a member and Past President of NAIFA, The National Association of Insurance and Financial Advisors, member of the Cranberry Chamber of Commerce, member and Board of Governor for the University of Massachusetts Club in Boston.

Brett, his wife Kerry and their three boys Joseph, Ryan and Devon reside in Lakeville, MA.  The majority of his time spent outside work is with his family and predominantly watching his boys participate in their chosen sports and school activities.  Brett is President of the BC High fathers group where he heads up various father/son activities and fund raisers. It has been a great way to give back to the school community while enjoying father/son time.  Brett also uses the early morning hours for cross training and keeping himself fit.  If there’s a sliver of personal time remaining, he greatly enjoys cycling and mountain biking.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

Registered Representative of Park Avenue Securities, Financial Representative of Guardian.

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Compliance number: 2017-48962

Submission #2017-48962 Exp 11/19.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue, 4th Floor, Suite N409, Rye Brook, NY 10573, ph# 914-288-8800.
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.  Peroni Financial Group is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2018 The Guardian Life Insurance Company of America. 

Important Disclosures

Check the background of our investment professionals on FINRA’s BrokerCheck.

This material is intended for general public use.  By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity.  Please contact one of our financial professionals for guidance and information specific to your individual situation.