Anna Perasso

Anna Perasso is a Regional Partner at a Tax Wealth firm affiliated with Avantax, a Cetera Company, bringing over 17 years of finance experience. She specializes in tax-efficient investment strategies that integrate with comprehensive financial planning to help clients achieve their goals.

Her career began as an international private banker, managing portfolios for high-net-worth clients in Latin America, focusing on wealth and estate planning. Anna later became a wealth management advisor for U.S.-based clients, effectively addressing their complex financial needs.

She served in a leadership role at a global bank, where she contributed to transforming the planning platform and supported senior advisors in the New York region to drive revenue. Most recently, Anna was the Regional Director of Enterprise Growth for the Northeast at Avantax, collaborating with independent financial professionals to enhance their business growth.

Anna is dedicated to educating others on financial matters and fostering a collaborative environment. She holds a Master's degree from Columbia University in Advanced Management and Finance and a Bachelor of Arts degree in Political Science from Queens College.

In her spare time, Anna enjoys spending time with family and friends, along with spinning, running, hiking, cooking, and traveling internationally.