How I arrived at WAG:
"While earning my dual bachelor's degree from the University of Albany, I worked with two start-up companies in the role of CFO, coordinating their business planning and financial statements. Soon after graduation, I had a successful exit from both roles. I found myself working as a prop trader, trading the indices, currencies, and commodity markets. I missed working with people and wanted to find a company that supported similar values to mine. I became interested in the financial industry to help people achieve their goals using small incremental changes that have a long-lasting impact. During my canvassing of financial companies, I found Wealth Advisory Group, LLC. I have found the work gratifying in providing financial clarity and stability within people's lives and supporting them to reach their goals. As a financial educator, I pride myself as an individual who is deeply focused on supporting the client-centric relationship. I feel Wealth Advisory Group, LLC is an incredible platform to do just that. The opportunities and insight we provide through our philosophy exceed expectations and goes beyond just financial transactions. The value we provide is second to none."
Favorite part of the job:
“The best part of my job is that I get to work with people who want a better future for themselves, their families, and their businesses. I get to feel in touch with my community and feel that I am making a positive impact.”
Education:
University of Albany, B.S. Sustainability and Urban Planning
When I’m Not Working:
“I’m very outdoorsy – I enjoy hunting, fishing, hiking, kayaking, skiing, camping, really just outdoor sports in general. If I’m not behind a computer, I try to get outside.”
Contact:
Call 518.810.4846 or email Johnathon.Perog@wagllc.com.
Financial Representative of Guardian.