Jay Peroni, renowned financial advisor and author of The Faith-Based Millionaire and The Faith-Based Investor, is well versed on the subject of “Faith-Based Investing.” As Founder of Faithbasedinvestor.com, Jay is passionate about helping people incorporate their faith into their financial lives.
While faith-and-ethics-based people and groups lobby and stand up for what they believe in, they often inadvertently support the very interests they try to combat… by giving them their money! This trickles down into how we all manage and use our money. Jay shares his financial wisdom and principles to show us how our faith and beliefs can unlock wealth… or cause poverty… in our lives.
“How to Unlock Wealth by Placing Principles Before Profits” is not just his book’s subtitle or his tagline… it’s his heart’s endeavor. Let him deliver his sharp financial guidance to you with wit, compassion, and truth.
Jay has been featured in the national spotlight including Crosswalk.com, ABCNews, FTMDaily, Benzinga, StreetAuthority, Financial Planning magazine, TheStreet.com, FamilyNet TV, and a host of other online, radio, and TV programs. Jay consistently speaks with Church and ministry groups all over the country and would love to speak at your next event – whether it’s for a keynote speech or a full day seminar, he can craft a timely, passion filled message customized to your audience.
Jay graduated with a Bachelor of Arts in economics and marketing from Assumption College and a Master of Science in personal financial planning from Bentley College. He is a Certified Financial Planner professional (CFP).With more than twenty years experience in the financial services industry, Jay values education as a way to promote professional excellence. He hosts Rethink Wealth, a weekly internet radio show and has an active bi-weekly blog dedicated to faith related trends in the world of finance. He has served as a speaker for the last decade and given presentations to various industry, church, and civic programs.
Jay Peroni’s mission is to help individuals make smart choices about their money, so they can incorporate their faith into their financial pictures and create better futures for themselves and their families.
He believes in developing investment strategies that optimize returns and lower volatility. Jay also believes that investment choices should include each individual’s personal morals, beliefs, and values. Faith, according to Jay, should be the cornerstone of an individual’s financial plan.
Jay has the knowledge, resources and tools to help individuals coordinate their financial affairs. He has developed specific strategies to help people incorporate their faith into their financial plans. His educational approach teaches twelve essential habits needed to create faith-based wealth. He has witnessed these important principles over the last fifteen years of working with wealthy and faithful investors.
Jay’s Investment Philosophy
Before developing an investment strategy, Jay believes people should take time to understand their unique situation and goals and know exactly where they are investing. Jay looks to screen out companies adding to the moral decay or our society and screen in companies making a positive difference in our culture. He is an avid believer in asset allocation (the process of dividing investment portfolios into different investment categories).
He believes in using a scientific process that maximizes expected return for a specific level of risk. But success doesn’t stop there. Once a strategy is established, careful monitoring is important to measure progress. Periodic adjustments are critical to ensure that strategies stay on track.