Now accepting new clients!
Now accepting new clients!
Trisha B. Perez
Trisha B. Perez
Licensed Independent Financial Professional
AL • CA • FL • IA • KY • MD • TX • WA
How can I help you reach your financial goals?
How can I help you reach your financial goals?
My name is Trisha B. Perez and I help people maximize their income in retirement. I have a lot of experience working with professionals, educators, entrepreneurs, and families. I find helping people reach their goals to be both rewarding and enjoyable!
Give the gift of a million dollars. Seriously. It's not as hard as it sounds!
Diversify and protect your portfolio with life insurance!
Pssst!! If you make too much money to contribute to a Roth IRA, keep reading.
BOOK YOUR FREE RETIREMENT REVIEW TODAY!