When you hire Peroni Financial Group, you are hiring a team of individuals who are dedicated to seeing your success. A company's achievements come from the people who keeping it running smoothly everyday.
BRETT PERONI, owner of Peroni Financial Group, has been passionately helping people since 2002. Realizing that a little advice can go a long way, Brett is inspired by bringing people closer to their goals and building long-term relationships. By encouraging his clients to step out of their comfort zone, together they design financial plans that encompass their hopes and dreams. He believes the public is severely underserved and misinformed when it comes to financial planning and utilizes his education and technology to give his clients the best chance of creating wealth and living the life they’ve always dreamed of.
Brett graduated from the Worcester Polytechnic Institute (WPI) in 1993, where he graduated with distinction and received a B.S. in Management Engineering and minored in Finance. His Financial Engineering approach to clients planning is what separates him from the traditional advisors that exist in abundance. He is a proud member of the prestigious Million Dollar Round Table- The Premier Association of Financial Professionals, a member and Past President of NAIFA, The National Association of Insurance and Financial Advisors, member of the Cranberry Chamber of Commerce, member and Board of Governor for the University of Massachusetts Club in Boston, and Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian
Brett, his wife Kerry and their three boys Joseph, Ryan and Devon reside in Lakeville, MA. The majority of his time spent outside work is with his family and predominantly watching his boys participate in their chosen sports and school activities. Brett is President of the BC High Fathers Group where he heads up various father/son activities and fund raisers. It has been a great way to give back to the school community while enjoying father/son time. Brett also uses the early morning hours for cross training and keeping himself fit.
Michelle Monreal. When you call the office, your first interaction is usually with our office manager. She has been the front and back office backbone for Peroni Financial Group since 2007. She is tirelessly helping clients or scheduling appointments for clients to meet with their advisor. Mrs. Monreal handles the preparation for client review meetings and all corporate renewals. If you come to the office, she will greet you with a smiling face and you will hear that same impression over the phone!
Taj Vassalli. The man in charge of our marketing and communications efforts. He is the one who runs all our social media accounts and oversees our branding image. People can't benefit from our advice if they don't know about us. We spread our message in a way that benefits people instead of taking there time for an ad. Taj is the clever mind behind the scene responsible for developing new ideas and better ways to serve our clients. He's been the administrator of our private events and outreach in consistently creative ways.