Simon Perna
Analyst-Equity bei Pure Financial Advisors, Inc.
Profil
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.
Aktive Positionen von Simon Perna
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Simon Perna
| San Diego State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
