Meet the Arete Financial team
Jason Perri CFP CLU, Financial Planner 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 earned his Certified Financial Planners designation (CFP) and is now the owner of the company. In 2016 Jason obtained his Chartered Life Underwriter designation (CLU) and continues to study in the industry to gain knowledge essential to helping all of our clients.
Shelley Levesque, Administrative and Licensed Assistant/Office Manager
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 have her back. She shares in the day to day operation of Arete Financial Inc. and can handle any issues that clients need addressed.
Chris Lowe, Investment fund Advisor with Investia Financial Services Inc.
Chris joined Arete Financial in September 2019 and has fit in great. His hard work and dedication to his clients sets him apart. We're very excited about Chris' future with Arete Financial.
Irene Marschall-Mintz, Administrative Assistant
Irene has years of experience in the industry and joined our team at the end of 2019. She's here to help if you have any questions.
Stefanie Perri, Accounts Receivable/Payable and Bookkeeper
Stefanie manages our accounts and looks after our payroll. She is in charge of the behind the scenes running of Arete Financial Inc.