Focus
With over a decade of experience as a Financial Advisor, my number one priority is helping my clients build, manage, preserve, and transfer wealth using the four cornerstones of wealth management to help achieve financial independence. I pride myself on working collaboratively with my clients to develop comprehensive investment and planning strategies designed to help them meet their unique financial goals. Not only do I strive to provide my clients with exceptional service, but I also aim to build long-term relationships with them based on mutual trust and respect.
Background & experience
I graduated from college at age 20 and earned my degree in marketing from SUNY Brockport before beginning my career in the finance industry.
Prior to joining the Trident Wealth Management Group alongside my brother Dominick LaPenna, Co-Founder – Director, and Peter Noto, Co-Founder – Managing Director – Investments, I was a Vice President at Criterion Management, an executive search firm.
In 2024, I was honored to be recognized by *Forbes as one of Top Next-Gen Wealth Advisors. This distinction is based on several factors, including industry experience, compliance records, assets under management, and revenue. My goal is to help my clients achieve the best possible financial outcomes. Also in 2024, our Team was Recognized as a **Forbes Best-In-State Wealth Management team, this award reflects the trust clients have placed in us over the last 50 years.
Throughout my career, I have been invited to speak at various industry meetings and conferences, where I discuss best practices for effective practice management and building strong relationships with clients. These opportunities allow me to pass on my knowledge and experience to the next generation of Financial Advisors.
Away from the office
I am a devoted husband to my wife Elaina and a proud dad to Juniper Geri LaPenna. We are also dog owners to two adorable pups, Finn and Brewster. I live and work in upstate New York, where I am an active member of the Rochester Rotary community. Outside of work, I enjoy playing sports, especially golf.
*The Forbes Top Next-Gen Wealth Advisors rating was presented in August 2024 using data gathered from March 2023 through March 2024 by Shook Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Forbes Best-In-State Wealth Management Team (New York) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Strength. Skill. Value.
