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.

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What’s your driving question?

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Credentials: Certified Financial Planner™

My Focus

Crafting plans to empower others to have the retirement they want.

Community Involvement

Member of the Los Angeles chapter of the Financial Planning Association.

I Am Not Alone - Meet Your Team

E-mail us at hfa@harrisfinancial.net or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.