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Joseph Perrini, CRPC®

Joseph Perrini, CRPC®

Financial Advisor

Professional Experience:

Joseph is a graduate of the University of Georgia. While at UGA, he earned dual degrees in Finance and Economics. His course study included: investment and market analysis, financial analysis, asset management, retirement planning, tax and accounting principles, risk management, asset protection strategies, business succession planning, and business law.  After graduating from UGA, Joe began his career with Bank of America/ Merrill Lynch for 8 years and moved to OMNI Financial Services in Tampa where he's served since 2024.

Joe serves professionals, families, and business owners by developing comprehensive needs-based financial strategies driven by their individual goals. Asset protection and estate planning are a key focus throughout the financial analysis process, as well as a commitment to ongoing client service and formal reviews. Joe's intention with each client is to make a positive difference in their lives by the services he provides and becoming a trusted resource for their planning needs. The financial confidence he helps them pursue is what continues to motivate him every day.

He has continued his education and skills by obtaining the CRPC® professional designation so that he may continue to provide excellent customer service to his clients.

Credentials:

General Securities Representative – Series 7
Investment Advisor Representative - Series 66
Life, Health and Variable Annuity Insurance Agent
Chartered Retirement Planning Counselor - CRPC®

Bachelor of Science – University of Georgia

Professional Services:

Business

Business Succession Strategies
Business Valuation Analysis
Buy/Sell Agreements and Funding Strategies
Executive Compensation and Incentive Plans
Key Employee Protection and Retention Strategies
Employee Benefits
Business Retirement Plans


Personal

Family Protection Strategies
Risk Management
Retirement Plans
Investment Strategies and Wealth Management
Education Funding
Estate Planning
Charitable and Gifting Strategies


3708 W Swann Avenue, Suite 103, Tampa, FL 33609

Joseph Perrini is a registered representative and Investment Advisor Representative with Cetera Advisor Networks, LLC.