BIOGRAPHY
Simon Perna works as a Portfolio Analyst on the Investment Management team at Pure. He currently assists in the daily monitoring and updating client portfolios, accounts, and requests. Prior to working at Pure, Simon worked at multiple Fee-Only RIAs in the San Diego area. He graduated from San Diego State University in December of 2021 with a bachelor’s degree in accounting.
Simon is very involved in his local chapter of the FPA and currently holds the sponsorship chair position on the board. In his free time, he enjoys surfing, snowboarding, and playing with his Silver Lab.
