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Samuel P

Series 66

Dubois, PA

Cetera

Samuel Perrin is a financial advisor at Cetera with Series 66 credentials and four years of industry experience. In addition to his work at Cetera since 2021, he is a partner at Clyde Ferraro & CO LLP, a CPA firm specializing in tax and audit compliance. He also serves as Finance Committee Chairman for Brockway Area Ambulance Service and holds board positions with Dubois Central Catholic and Bucktail Council. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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