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?



Contact me:

310-791-3226 ext. 104

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 or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.