Roy Perez Email & Phone Number
Senior Vice President at Coastal Wealth a MassMutual Firm @ Coastal Wealth
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Roy Perez Location
- Miami, FL, US
Roy Perez Work
- 2020 -now Senior Vice President at Coastal Wealth a MassMutual Firm @
- 2012 -2020 Senior Vice President @ MassMutual South Florida
- 2009 -2012 Financial Consultant @
- 2008 -2009 Financial Consultant @
Roy Perez Education
- Florida State University
Bachelor of Science - BS (Finance, General)
2003-2008 - Florida State University - College of Business
Bachelor of Science (B.S.) (Finance, General)
2003-2008 - Coral Gables High School 1999-2003
Roy Perez Skills
- Mutual Funds
- Investments
- Retirement Planning
- Retirement
- Wealth Management
- Strategic Financial Planning
- Series 63
- Series 7
- Securities
- Small Business
- Finance
- Portfolio Management
- Life Insurance
- IRAs
- Fixed Annuities
- 401k
- Long Term Care Insurance
- Long-term Care
- Estate Planning
- Disability Income Insurance
- Disability Insurance
- Accounting
- Process Improvement
- Long Term Care
- Financial Analysis
- Strategic Financial
Roy Perez Summary
- Roy Perez, based in Miami, FL, US, is currently a Senior Vice President at Coastal Wealth a MassMutual Firm at Coastal Wealth, a MassMutual firm. Roy Perez brings experience from previous roles at MassMutual South Florida, Signature Financial Partners, LLC a member of John Hancock Financial Network and North Star Resource Group. Roy Perez holds a 2003 - 2008 Bachelor of Science - BS in Finance, General @ Florida State University. With a robust skill set that includes Mutual Funds, Investments, Retirement Planning, Retirement, Wealth Management and more. Roy Perez has 3 emails on RocketReach.
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