James Perriello, CFP®
James Perriello is a Senior Analyst at Wealthstream Advisors. In his role, he is responsible for speaking with clients and creating personalized financial plans that address their primary needs and obstacles. James is excited to help individuals and families achieve their financial goals. He is also a member of the investment, marketing, and financial planning committees at Wealthstream Advisors.
James is a graduate of Virginia Tech, where he majored in finance with a concentration in financial planning from the board-registered CFP® certification education program. He interned at Wealthstream Advisors in the summer of 2018 and joined the firm as an Analyst the following year.
James lives in Hoboken, New Jersey with his fiancé. In his free time, he enjoys reading, following Virginia Tech sports, and spending time with friends and family.
Education and Credentials:
- B.S. in Business (Finance), Virginia Tech
- CERTIFIED FINANCIAL PLANNER™ Professional