Advisor profile


My approach

Eric Penna - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Eric Penna - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, Series 66
  • New York State Life, Accident & Health Insurance
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science in Financial Planning, Purdue University 2010

Interests

  • Spending time with my family is very important to me.
  • Hockey (ice, roller and watching) - I also play fantasy hockey every year and I still have not won first place. However, I did come in second in the office fantasy football league.
  • Volunteer Work- I try to donate as much time to volunteering as possible. DWGTP and NSAL.
  • New York Sports enthusiast (New York Yankees, Knicks, Giants and Rangers). Yes, the Knicks.
  • I am a foodie. Some of my favorite restaurants include: "A Taste of Greece", "Tapastre", "Felix" & "Alta"
  • I spend my summers between Eastern Long Island and Hilton Head, South Carolina.

Community participation

  • Delaware Water Gap Train Station Restoration
  • Productions for A Cause
  • A Local Presence

Previous experience

  • LPL Financial, May 2008 - June 2011

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.