Jacqueline Perez Tejada is a certified financial advisor with extensive experience in the financial services industry. Currently working as a professional insurance agent at Grupo Nacional Provincial SAB since May 2016, Jacqueline specializes in developing strategies for asset protection, enhancement, and health insurance solutions. In addition to this role, Jacqueline has been a retirement advisor at SURA México since May 2015 and a professional wealth advisor at CREDITARIA MÉXICO since April 2016, focusing on mortgage solutions, refinancing, and financial efficiency. Previously, Jacqueline worked at Profuturo as a wealth advisor from November 2010 to April 2014, and at Centro Banamex from August 2004 to March 2010 in various administrative and customer service roles. Education includes a high school diploma from Grupo Cultural ICEL and certifications from Instituto Guadalupe Insurgentes and Instituto Hispano Inglés de México in primary and secondary education, respectively.
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