Philip Di Perna
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Philip Di Perna

As a Citi Personal Wealth Management Senior Wealth Advisor, I pride myself on personalized customer service for my clients. I strive to make a difference in their financial lives by understanding clients' ever-changing priorities and by making it easier for clients to access Citi resources, benefits, rewards and services.

As a Financial Advisor, I specialize in simplifying complex decisions and turning them into actionable plans. My mission is to provide reliable guidance that empowers clients to make informed choices and secure their financial future.

Throughout my tenure in finance, I have acquired the skills, knowledge and experience that now help me address my clients' unique objectives. I provide a high level of service and deliver tailored solutions designed to meet their financial goals.