About Us
About Us
About Us
We started Peregrine because we believe financial planning should feel personal, not transactional. Our job is to help you get organized, make confident decisions, and actually enjoy the life you're building.
We started Peregrine because we believe financial planning should feel personal, not transactional. Our job is to help you get organized, make confident decisions, and actually enjoy the life you're building.
We started Peregrine because we believe financial planning should feel personal, not transactional. Our job is to help you get organized, make confident decisions, and actually enjoy the life you're building.
What Guides Our Work.
Your life comes first, not your portfolio.
We don't start with products or investment strategies. We start with you. Your goals, your family, your concerns. The plan follows from there.
Everything should work together.
Investments, taxes, estate, insurance. Most advisors only touch one piece. We look at all of it so nothing falls through the cracks.
You deserve to actually understand your plan.
No jargon. No confusing reports. We explain things in plain language and make sure you feel confident in every decision.
We're in it for the long haul.
This isn't a one-time transaction. We build relationships that last for years because your life keeps changing and your plan should too.
Your life comes first, not your portfolio.
We don't start with products or investment strategies. We start with you. Your goals, your family, your concerns. The plan follows from there.
Everything should work together.
Investments, taxes, estate, insurance. Most advisors only touch one piece. We look at all of it so nothing falls through the cracks.
You deserve to actually understand your plan.
No jargon. No confusing reports. We explain things in plain language and make sure you feel confident in every decision.
We're in it for the long haul.
This isn't a one-time transaction. We build relationships that last for years because your life keeps changing and your plan should too.
Your life comes first, not your portfolio.
We don't start with products or investment strategies. We start with you. Your goals, your family, your concerns. The plan follows from there.
Everything should work together.
Investments, taxes, estate, insurance. Most advisors only touch one piece. We look at all of it so nothing falls through the cracks.
You deserve to actually understand your plan.
No jargon. No confusing reports. We explain things in plain language and make sure you feel confident in every decision.
We're in it for the long haul.
This isn't a one-time transaction. We build relationships that last for years because your life keeps changing and your plan should too.
Meet Our Team
John Hartnagel CLTC®, CLU®, ChFC®, RICP® , CFP®
Founder
I bought my first stock when I was 10 years old, after my 5th grade teacher used the Stock Market Game to teach us fractions and percentages. The idea that you could grow money without lifting a finger stuck with me, and it eventually turned into a career.
After getting my licenses in 2009, it didn't take long to realize that a month of exams wasn't enough for anyone to call themselves an advisor or planner in good conscience. So I kept going. I earned my CFP®, and a handful of other designations, and I'm not done. For me, learning is a lifelong process, and I'm always looking to bring as much knowledge to the table as possible. I always want to make sure that when I speak with a client, it's from real knowledge, not guesswork.
What's kept me in this work is watching people get to the other side. There's nothing better than watching a client go from disorganized and unfocused to paying for their kid's college or buying a home. And I'm not the advisor telling you not to spend your money. Once your goals are covered, I want you to enjoy your life. That's the whole point of doing this well.
Outside the office, I'm married, with two daughters who keep me busy with school runs and weekend activities. Travel is a big part of our life, and I'm closing in on my 50th country (my five-year-old just hit her 10th). I'm also a bit of a credit card points and miles nerd, which comes in handy when you're trying to see the world. The name Peregrine isn't an accident.
Shakila Hemraj
Practice Manager
Shakila is an experienced financial services executive with more than 25 years of leadership experience in wealth management operations, regulatory oversight, compliance, and practice management.
Prior to Peregrine, Shakila held several leadership positions with Prudential Advisors, including Director of Compliance, providing operational and compliance oversight for Long Island, Queens, and Brooklyn, and supervising more than 150 financial professionals.
As Practice Manager of Peregrine Wealth Management, Shakila oversees day-to-day operations, compliance, client service, and on-boarding support. She plays a critical role in ensuring the firm operates efficiently and clients have their needs met with the highest standards of service, regulatory compliance, and operational excellence.
Shakila earned her Bachelor’s degree in Accounting, summa cum laude, from Baruch College, minoring in Psychology. She’s a member of the Beta Gamma Sigma and Golden Key honor societies and holds a life and health insurance license as well as FINRA Series 6, 7, 26, 63, and 66 registrations.
Her combination of regulatory expertise, operational leadership, and client-focused service supports our commitment to a coordinated and exceptional wealth management experience.
Outside of work, she’s a proud wife and mother to one son. She cherishes spending time with her family and enjoys travelling, reading and taking long walks. These experiences help her to stay grounded, inspired, and connected to what matters most.
Meet Our Team
John Hartnagel CLTC®, CLU®, ChFC®, RICP® , CFP®
Founder
I bought my first stock when I was 10 years old, after my 5th grade teacher used the Stock Market Game to teach us fractions and percentages. The idea that you could grow money without lifting a finger stuck with me, and it eventually turned into a career.
After getting my licenses in 2009, it didn't take long to realize that a month of exams wasn't enough for anyone to call themselves an advisor or planner in good conscience. So I kept going. I earned my CFP®, and a handful of other designations, and I'm not done. For me, learning is a lifelong process, and I'm always looking to bring as much knowledge to the table as possible. I always want to make sure that when I speak with a client, it's from real knowledge, not guesswork.
What's kept me in this work is watching people get to the other side. There's nothing better than watching a client go from disorganized and unfocused to paying for their kid's college or buying a home. And I'm not the advisor telling you not to spend your money. Once your goals are covered, I want you to enjoy your life. That's the whole point of doing this well.
Outside the office, I'm married, with two daughters who keep me busy with school runs and weekend activities. Travel is a big part of our life, and I'm closing in on my 50th country (my five-year-old just hit her 10th). I'm also a bit of a credit card points and miles nerd, which comes in handy when you're trying to see the world. The name Peregrine isn't an accident.
Shakila Hemraj
Practice Manager
Shakila is an experienced financial services executive with more than 25 years of leadership experience in wealth management operations, regulatory oversight, compliance, and practice management.
Prior to Peregrine, Shakila held several leadership positions with Prudential Advisors, including Director of Compliance, providing operational and compliance oversight for Long Island, Queens, and Brooklyn, and supervising more than 150 financial professionals.
As Practice Manager of Peregrine Wealth Management, Shakila oversees day-to-day operations, compliance, client service, and on-boarding support. She plays a critical role in ensuring the firm operates efficiently and clients have their needs met with the highest standards of service, regulatory compliance, and operational excellence.
Shakila earned her Bachelor’s degree in Accounting, summa cum laude, from Baruch College, minoring in Psychology. She’s a member of the Beta Gamma Sigma and Golden Key honor societies and holds a life and health insurance license as well as FINRA Series 6, 7, 26, 63, and 66 registrations.
Her combination of regulatory expertise, operational leadership, and client-focused service supports our commitment to a coordinated and exceptional wealth management experience.
Outside of work, she’s a proud wife and mother to one son. She cherishes spending time with her family and enjoys travelling, reading and taking long walks. These experiences help her to stay grounded, inspired, and connected to what matters most.
Meet Our Team
John Hartnagel CLTC®, CLU®, ChFC®, RICP® , CFP®
Founder
I bought my first stock when I was 10 years old, after my 5th grade teacher used the Stock Market Game to teach us fractions and percentages. The idea that you could grow money without lifting a finger stuck with me, and it eventually turned into a career.
After getting my licenses in 2009, it didn't take long to realize that a month of exams wasn't enough for anyone to call themselves an advisor or planner in good conscience. So I kept going. I earned my CFP®, and a handful of other designations, and I'm not done. For me, learning is a lifelong process, and I'm always looking to bring as much knowledge to the table as possible. I always want to make sure that when I speak with a client, it's from real knowledge, not guesswork.
What's kept me in this work is watching people get to the other side. There's nothing better than watching a client go from disorganized and unfocused to paying for their kid's college or buying a home. And I'm not the advisor telling you not to spend your money. Once your goals are covered, I want you to enjoy your life. That's the whole point of doing this well.
Outside the office, I'm married, with two daughters who keep me busy with school runs and weekend activities. Travel is a big part of our life, and I'm closing in on my 50th country (my five-year-old just hit her 10th). I'm also a bit of a credit card points and miles nerd, which comes in handy when you're trying to see the world. The name Peregrine isn't an accident.
Shakila Hemraj
Practice Manager
Shakila is an experienced financial services executive with more than 25 years of leadership experience in wealth management operations, regulatory oversight, compliance, and practice management.
Prior to Peregrine, Shakila held several leadership positions with Prudential Advisors, including Director of Compliance, providing operational and compliance oversight for Long Island, Queens, and Brooklyn, and supervising more than 150 financial professionals.
As Practice Manager of Peregrine Wealth Management, Shakila oversees day-to-day operations, compliance, client service, and on-boarding support. She plays a critical role in ensuring the firm operates efficiently and clients have their needs met with the highest standards of service, regulatory compliance, and operational excellence.
Shakila earned her Bachelor’s degree in Accounting, summa cum laude, from Baruch College, minoring in Psychology. She’s a member of the Beta Gamma Sigma and Golden Key honor societies and holds a life and health insurance license as well as FINRA Series 6, 7, 26, 63, and 66 registrations.
Her combination of regulatory expertise, operational leadership, and client-focused service supports our commitment to a coordinated and exceptional wealth management experience.
Outside of work, she’s a proud wife and mother to one son. She cherishes spending time with her family and enjoys travelling, reading and taking long walks. These experiences help her to stay grounded, inspired, and connected to what matters most.
Let's start with a conversation.
Tell us what's going on and we'll figure out the next step together.