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Our financial advice team

Eric Penna, Associate Manager ACD serving the New York, NY area - Ameriprise Advisors

Eric Penna


Associate Manager ACD

Private Wealth Advisor
Siena Wealth Advisory Group
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 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AWMA℠ Accredited Wealth Management Advisor™
  • FINRA Series 7, Series 66
  • New York State Life, Accident & Health Insurance


  • Bachelor of Science in Financial Planning, Purdue University 2010

Previous experience

  • LPL Financial, May 2008 - June 2011

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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


  • Spending time with my family is very important to me. I have a son, Ashton, who was born on October 27th, 2019 and a daughter, Avery Rae, who was born on June 13th, 2022. They are the BEST!
  • 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"
  • We spend our summers between Eastern Long Island (Watermill) and Hilton Head, South Carolina.