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Joshua Perello, Financial Advisor serving the Breaux Bridge, LA area - Ameriprise Advisors

Joshua Perello

Financial Advisor

Tactical Asset Management
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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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
  • Investment Management
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Investments

Education

  • Bachelor's of finance, Louisiana State University, Baton Rouge, Louisiana

Community participation

Active volunteer at Kiwanis club of Breaux Bridge, Louisiana.
We as a community come together to undertake fundraising for a multitude of causes.

I am also a member of the 'Knights of Columbus'. We raise funds for initiatives all over the world, particularly focused on child welfare & development.

Interests

Apart from Farming I like to keep myself active, enjoy playing basketball, running, the occasional Fishing but mostly- driving my kids for their hobbies.

My photos

1 albums
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