Broker Check
Andy  Perona

Andy Perona

Financial Advisor

Hometown: Oakland, California

Family: Married: wife, Aletha, and two daughters, Amber and Angela; one grandchild, Jaydon

Education: Point Loma High School, San Diego, CA
USAF Academy-Bachelor of Science
Indiana University- Master’s Degree

Career Experience:

USAF Fighter Pilot and Staff Officer for 21 years. Aircraft Flown: Northrop T-38 Talon (1000 hours); McDonald Douglas F-4E Phantom II (750 hours); General Dynamics F-16 (2500 hours). Desert Storm combat veteran, 27 combat missions; awarded 2 Air Medals and 2 Distinguished Flying Crosses. Served throughout the United States and at overseas assignments in Germany, Korea and the United Arab Emirates. Completed his career in at the Pentagon as an executive officer in the Deputy Chief of Staff for Plans and Operations directorate. He retired from active duty in 1994.

Since 1994 Andy has been a financial advisor and planner. His mission today is: “building partnerships with people and together working on security, peace of mind and a real sense of financial well-being.” He is licensed to sell insurance and investments, as well as to provide financial planning. His first broker dealer was First Command Financial Planning, based in Ft Worth, Texas. He served as an advisor, district manager and registered principal until 2007. Today he is a Financial Advisor at Waddell & Reed creating comprehensive financial planning solutions for his client families. He believes in a collaborative, pro-active relationship with clients designed to give them the opportunity for lasting financial success. He has been a member of the Waddell & Reed Circle of Champions for several years and has been recognized for financial planning excellence. He and his family reside in Glendale, Arizona.

Waddell & Reed is not affiliated with any other entities referenced herein.
Awards are presented annually by Waddell & Reed and are based on sales activities.

Investing involves risk, including the potential for loss of principal.

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