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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

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James Perriello, CFP®

Senior Analyst

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
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.