Providing personalized investment services to those intent on enjoying a secure retirement.

Michael Perna, CFP®

Michael Perna, CFP® brings a wealth of financial planning experience and investment management skills to Asset Management Resources, LLC.  He has been providing financial planning services since 1982.  In 1989 he started his own firm, Perna Financial Services in Dedham, MA.  In 2006 he was granted the professional designation of Certified Financial Planner™ by the CFP® board of Standards.

Michael has a wide range of expertise in financial services.  Prior to starting Perna Financial Services, he worked in many related fields including the insurance industry, investment banking, the Internal Revenue Service and the Social Security Administration.  In addition, he was an adjunct professor at Stonehill College from 1995 to 2000 teaching investments and corporate finance.

Michael’s extensive experience in the fields of investments, taxation, and risk management provide an integrated approach to addressing the financial needs of individuals and families. He will continue his unique personal counseling to clients through his office in Dedham.

Insurance Producer: MA

Michael Perna in his individual capacity through AMR Insurance can provide insurance plans.  Long Term Care, Life and Disability Insurance plans are offered through AMR Insurance.

Michael has a BA from Brown University and an MBA from Northeastern University.  He and his wife, Marcia, live in Dedham, MA.  They have two adult children, Lauren and Gabriel.