. . .

Testomonials

                                         Joan Perry

                 Author, Financial Coach, Speaker, Entrepreneur 

Joan Perry is the author of the national bestseller A GIRL NEEDS CASH: Banish the White Knight Myth and Take Charge of Your Financial Life – a women’s story of money in our lives and the transition to embracing our financial well-being. 

 Kerry Hannon of  USA Today says, “Perry’s tale is familiar, but her conversational approach is fun…you feel as if you’re reading a Judith Krantz novel.  For a broad overview of why it’s important to control you own money, this book is a winner.”

 Terry Savage of the Chicago Sun-Times says, “It’s a woman’s responsibility to manage her own money and avoid depending on a man.  In Perry’s case she was certainly trained for the challenge.  She founded her own municipal investment banking firm and managed the risk of underwriting bond issues.  Even so, Perry reveals that as a successful young investment banker, she found herself without her own investments. I especially appreciate her label for..(a woman’s) growing pool of savings and investments.  She calls it ‘Dignity  Money’.  It’s the money that will allow you to spend the rest of your life with self-respect and independence.”

 Willow Bay of CNN’s Fortune Show says, “Now you just heard financial adviser Joan Perry suggest some basic investment options – real estate, bonds and stocks.  If the recent market plunge gives the jitters, Perry has this advice.  She says, think of it as a liquidation sale at your favorite department store.   Hunt around, and you’re sure to find some bargains.”  Joan Perry is a frequent speaker, and authority on women and money.  She began her career twenty years ago in the investment industry, worked for several Wall Street firms as an investment banker, and then founded the first female investment banking firm in the country to structure and own bonds for major governmental entities.  Joan’s wide perspective of the financial markets, women’s relationships with money and experience with the financial industry brings new clarity, understanding and enthusiasm to the financial life of women.