Jodi Perez Email & Phone Number
Financial Advisor, Co-Owner of Independent Financial Services @ Independent Financial Services
Jodi Perez's Location
Land O' Lakes, Florida, United States
Jodi Perez's Work
- Financial Advisor, Co-Owner of Independent Financial Services @ Independent Financial Services
- Vice President - Financial Planning @ INVEST Financial Corporation
Jodi Perez's Education
- College for Financial Planning - Denver, CO1986 - 1990
- University of South Florida
Bachelor of Arts (Marketing)
1982 - 1985
Jodi Perez's Skills
- Wealth Management
- Financial Advisory
- Microsoft Office
- Management
- Team Building
- Investments
- Research
- Finance
- Retirement
- Series 7
Jodi Perez's Summary
Jodi Perez, based in Land O' Lakes, Florida, United States, is currently a Financial Advisor, Co-Owner of Independent Financial Services at Independent Financial Services, bringing experience from previous roles at Invest Financial. Jodi Perez holds a 1986 - 1990 College for Financial Planning - Denver, CO. With a robust skill set that includes Wealth Management, Financial Advisory, Microsoft Office, Management, Team Building and more, Jodi Perez contributes valuable insights to the industry. Jodi Perez has 3 emails on RocketReach.
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