Joe Perritt, CFP®, CKA®

Wealth Advisor

Bio

“My goals are to serve others well, and always be there for my clients.” -Joe Perritt, CFP®

Joe Perritt started his career in 2019. He was inspired by his mother, a retired financial advisor, to pursue a career as a wealth advisor. He saw the way she helped her clients and realized that he wanted to follow in her footsteps. As a strong believer in God, he feels called to serve and finds this career path helpful to others.

Joe specializes in serving young professionals and small business owners. He is passionate about helping people and building relationships beyond clients’ financial endeavors. He does this through learning more about their stories and keeping up with their lives.

Joe was born in Chapin, South Carolina, but has called Columbia home for the last few years while attending the University of South Carolina. He graduated with honors in 2021 with a degree in Finance, while working on the South Carolina football staff as an equipment manager and serving part time in a client service role with a financial advisor. When not in the office, he loves spending time with his family, friends, and dog, attending South Carolina sporting events and being outdoors. His favorite activities include kayaking, hiking, and spending time at the lake. He also volunteers at his church mentoring young adults. 

715 Kennerly Rd, Irmo, SC 29063