Simon Perna
Analyst-Equity presso Pure Financial Advisors, Inc.
Profilo
Mr. Simon Perna is a Portfolio Analyst at Pure Financial Advisors, Inc. He currently assists in the daily monitoring and updating client portfolios, accounts, and requests.
Prior to working at Pure, Mr. Perna worked at multiple Fee-Only RIAs in the San Diego area.
He graduated from San Diego State University in December of 2021 with a bachelor’s degree in accounting.
Posizioni attive di Simon Perna
| Società | Posizione | Inizio |
|---|---|---|
Pure Financial Advisors, Inc.
 Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Analyst-Equity | 01/07/2022 |
Formazione di Simon Perna
| San Diego State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Finance |
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