Joseph T. Perin, CFA, CFP®

Financial Planner & Securities Analyst

Joseph T. Perin graduated from the University of Cincinnati's Lindner College of Business with an Undergraduate and Master's Degree in Finance. Joe joined the firm in 2018 and is fully integrated in all aspects of the planning process. He is responsible for investment research and analysis, new plan formulation, the maintenance and review of existing financial plans, regularly meeting with clients to discuss and review their financial situations, as well as client account management. He holds the Chartered Financial Analyst (CFA) designation and the CERTFIED FINANCIAL PLANNER® (CFP®) certification and is a member of the CFA Society of Cincinnati.