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Our financial advice team


Eric Penna

Eric Penna

BFA, APMA®, CRPC®

Associate Manager

Financial Advisor
Siena Wealth Advisory Group
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 17 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies

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.
  • Bikram Yoga in East Rutherford
  • I am a foodie. Some of my favorite restaurants include: "A Taste of Greece", "Tapastre", "Felix" & "Alta"

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

Previous experience

  • LPL Financial, May 2008 - June 2011
Newsletter

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Community participation

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