Meet the Team
Jason Perri CFP CLU
Owner of Arete Financial Inc.
Investment fund Advisor with Investia Financial Services Inc.
Jason has been a licensed advisor since 2002, when he joined the organization alongside his father Frank. He quickly earned his Certified Financial Planners designation (CFP) and has now obtained his Chartered Life Underwriters designation (CLU).
Shelley Levesque, Administrative and Licensed Assistant
Shelley joined our team in July of 2013 when she relocated back to the Cambridge area. She had worked with us in the past and we were very excited to bring her back. She shares in the day to day operation of Arete Financial Inc. and can handle any issues that clients need addressed
Areas of Expertise
Helping you secure your financial future
Excellence of any kind. The act of living up to one's full potential.
At Arete Financial Inc, we are a family run business that truly understands the importance of getting to know our clients on a personal level. Our advisors are dedicated to servicing our clients over the long term, so you can take comfort in knowing that the advisor you work with today, will be with you for years to come. Together we will assess your needs and establish realistic goals to help you plan for your financial future.
Our committed and experienced advisors will work directly with you to review your income and expenses and help you efficiently plan for your future or for any of life's unexpected challenges.
As active investment partners, we are continually adding to our accreditations and credentials to ensure we provide you with the most up to date and relevant solutions available on the market.
Call us today. We look forward to sharing our knowledge and advice with you!