Broker Check
Peter Perez

After a 30+ year career in Automotive Logistics, Pete decided to combine his lifelong passions of helping others and finance. In 2011, Pete left his position as Vice President, Vehicle Logistics with Promax Automotive Inc. to enter the Financial Planning field.

Pete joined the firm in October 2011. His education includes studies in Accounting at Pace University, NYC and a Bachelor of Arts degree in Business Administration with a concentration in Finance from California State University, Fullerton.

Pete is licensed as a Registered Representative with Cetera Advisor Networks.

Pete is currently enjoying his new career in helping us plan for our clients' financial futures.