Kristen Perez, CFP®
Let’s make a plan together.
I pursued a career in personal finance out of a desire to make a difference for real people and to promote financial literacy. I left a consulting career, disenchanted by working for some nebulous faceless entity because I wanted to have a tangible impact for the people in the room with me.
Now I collaborate with people from age 25 to 95 to help them craft a plan for a successful retirement. I draw on my early roots to guide clients through our consultative process. And I help our clients bolster and strengthen their financial literacy by illustrating how financial concepts can affect their retirement plans.
What’s your driving question?
Credentials: Certified Financial Planner™
Crafting plans to empower others to have the retirement they want.
Member of the Los Angeles chapter of the Financial Planning Association.
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