Meet Our Founder

brettBrett Peroni,

Managing Principal 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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Submission #2016-28786 exp. 9/18.  Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1101 Worcester Road, Framingham, MA 01701, (508) 820-9939
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian.

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