PWA is currently run by its founder and president, Mr. Thomas Nardozzi, CFP®. An Ivy League graduate, Tom obtained his Bachelor of Science degree in Operations Research from Columbia University's School of Engineering and Applied Science, graduating second in his class. His coursework led him through a study of the theory and practice behind optimization, whether in a factory, in a computer program, or in a profitable business. His minor in Economics and concentrations in Finance and Engineering Management guided him into the business world where he worked as a management consultant. Tom used his business and optimization skills to help retail and retail software companies become more profitable, all the while continuing to gain experience managing investments for himself, his friends, and his family. After several of his colleagues began to ask him for financial advice, Tom's interest shifted from business consulting to personal financial consulting, and he decided to leave the management consulting world and explore financial advising. He spoke with a number of different people in the industry, and ultimately decided he didn't want to be a part of a business based in selling financial products and receiving commissions. Instead, he wanted to build a business grounded in trust, where he could use his knowledge and experience to help others run their financial lives the way successful businesses run their companies. In 2006, Tom enrolled in a Certified Financial Planning program at Emory University and graduated at the top of his class in August of 2007. While doing so, he used his entrepreneurial spirit to found PWA and has continued to assist those who know him with comprehensive financial planning and investment management, now on a professional level. Tom has passed the national CFP exam and has proceeded to earn his CERTIFIED FINANCIAL PLANNER™ certification. Tom now truly loves what he does as he continues to build Perpetual Wealth Advisors into the financial advising firm people seek when they want to work with someone they can trust.
While PWA currently has no other employees, but we may hire staff as our business continues to grow. As such, we have already developed employment policies that require any employee who gives financial advice to have:
a minimum of a four-year degree from an accredited college or university.
graduated from, or currently be enrolled in an accredited certified financial planning program.
passed the Series 65 national securities examination
a minimum of 5 years of investing experience on their own accounts or those they manage for others.
passed a series of interviews with PWA's president set out to ensure the highest level integrity.
You can rest assured that as PWA grows, we will only add employees to the firm that possess the same dedication to serving our clients as our founder and president. We realize that the success of our firm depends on our reputation and integrity and we will not compromise them for any reason.
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