Pete Perri has over 10 years of experience as a Financial Consultant. He feels that the most important component of a comprehensive financial advisory relationship is understanding how his clients feel about their assets in terms of their current needs and future goals. He uses a holistic approach to evaluate a client’s total financial profile before making any recommendation for future investments. The biggest reward for Pete is developing a long-term relationship with his clients and knowing they understand their investments and are satisfied with the performance.
Pete and his wife live just east of Ithaca, NY. They enjoy travelling the Finger Lakes and visiting many of the wonderful parks and attractions that this beautiful area has to offer. They also love spending time with their daughters, their husbands, and the grandkids. Pete has been involved in many community organizations over the years, and he is an active member of his church. Faith, family, and community are the touchstones of his life.