Cristhian Perez

Associate Financial Planner

Cristhian assists in financial planning through investment allocation and management, retirement planning, and cash flow management. He began his career at a large financial, software, data, and media company and then moved to a mid-size financial services firm working with client portfolios totaling over $12B in assets. Cristhian holds a Series 65 license and is a licensed life and health insurance broker. He is currently preparing to obtain his license as a Certified Financial Planner (CFP).