Jodi Perez Email & Phone Number
Financial Advisor, Co-Owner of Independent Financial Services @ Independent Financial Services
Jodi Perez's Location
Tampa, FL, US
Jodi Perez's Work
- Financial Advisor, Co-Owner of Independent Financial Services @ Independent Financial Services
- Vice President - Financial Planning @ INVEST Financial Corporation, Inc.
Jodi Perez's Education
- College for Financial Planning - Denver, CO
(Certified Financial Planner)
1986 - 1990 - University of South Florida
BA (Marketing)
1982 - 1985
Jodi Perez's Skills
- Financial Planning
- Investments
- Retirement Planning
- Finance
- Mutual Funds
- Wealth Management
- Series 7
- Financial Advisory
- Retirement
- Securities
Jodi Perez's Summary
Jodi Perez, based in Tampa, FL, US, is currently a Financial Advisor, Co-Owner of Independent Financial Services at Independent Financial Services, bringing experience from previous roles at INVEST Financial Corporation, Inc.. Jodi Perez holds a 1986 - 1990 College for Financial Planning - Denver, CO. With a robust skill set that includes Financial Planning, Investments, Retirement Planning, Finance, Mutual Funds and more, Jodi Perez contributes valuable insights to the industry. Jodi Perez has 3 emails and 1 mobile phone number on RocketReach.
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