David Perez

David Perez is a seasoned financial professional with extensive experience in wealth management and advisory services. Currently serving as a Senior Financial Adviser at AHR Group since October 2021, David has contributed to the firm's remarkable growth, including surpassing $1 billion in assets under management in 2020. Prior to this role, David held positions at Asparq and The Paradigm Group, where responsibilities included financial advising and management. David's career began at Portfolio Managers, progressing from a Portfolio Administrator to positions as a Paraplanner and Servicing Adviser, emphasizing client relationship building and financial strategy formulation. Educational credentials include two Master’s Degrees in International Finance and Accounting from Deakin University and a Bachelor of Engineering in Finance from Universidad de Los Andes.