Jose J. Perez

Jose J. Perez's goal is to provide families and business owners with assistance in building their financial freedom. He has the skills, knowledge, and more than 25 years of experience to help meet their client's goals. His personal objective is to become a trusted resource for each and every client where they protect the assets, increase net worth, and reduce taxable income.

He is specialized in planning for families who have a member with special needs. Past civic engagement includes volunteering for El Valor, a community-based organization that works with young children, people with disabilities, and their families. He has been a Make-A-Wish Volunteer since 2005 and continues to be active until this day.