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Daniel Perez Email & Phone Number
Chief Financial Officer
at
Wealthrive
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Financial Officer
Location
Philippines
Company size
Who is Daniel Perez? Overview
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Quick answer
Daniel Perez is listed as Chief Financial Officer at Wealthrive, a with 12 employees, based in Philippines. AeroLeads shows a matched LinkedIn profile for Daniel Perez.
Daniel Perez previously worked as Chief Financial Officer at Freedom Family Office and Chief Financial Officer at Freedom Wealth Advisors, Llc (Registered In Ny, Nj And Fl). Daniel Perez holds Bs, Accounting from Brigham Young University–Hawaii.
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Email format at Wealthrive
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Wealthrive
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Profile bio
About Daniel Perez
As an accomplished finance executive with over a decade of experience, I have a proven track record of establishing and leading successful operations in the Philippines. As Chief Financial Officer for Freedom Family Office, I established and led the accounting department and the entire Philippine office, working closely with the CIO to grow and safeguard investors’ and excess cash of the company. My expertise in financial statement preparation, financial analysis, and insights provided valuable support to decision-making by the company and its various related entities. Prior to that, as General Manager/Owner of Higher Growth Outsourcing, I was responsible for the profitable, efficient, and cost-effective implementation of the business plan, and helped the company grow revenues to over $1.5 million in annual sales in just two years. As Finance and Facilities Manager for Zylung Staffing/Codev, I successfully led the Finance and Facilities departments, helping the company acquire PEZA designation that saved the company Philippine income and VAT taxes. With my extensive background in finance, accounting, compliance, and leadership, I am poised to make a significant contribution to any organization.
Current workplace
Daniel Perez's current company
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Wealthrive
6 roles
Daniel Perez work experience
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Chief Financial Officer
Chief Financial Officer
Served as CFO for Freedom Family Office and other Freedom entities. Other than having a family office, we also have a real estate syndication firm and a publicly traded company. For the publicly traded company, I serve as a senior accountant.
Chief Financial Officer
Freedom Wealth Advisors, Llc (Registered In Ny, Nj And Fl)
Our boutique Registered Investment Advisory (RIA) firm operates as a multi-family office. We advise your family as if it were our family. Our ideal client has built a successful company, accumulated a net worth of $20mm+ and wants to run their family like they run their business - with a clear sense of direction and strong control over performance.We do not have a website or do any marketing. We limit the number of families we serve - but we are always open to building new relationships.As a result of compliance policies, no testimonials, skills or experiences can be shared on LinkedIn.
Apr 2020 - Apr 2023
General Manager
Higher Growth Outsourcing Ph., Inc.
Headed the Philippine operations for this outsourcing firm. Was able to grow the business from 3 people to about 100 employees in the span of 2 years.
Jun 2017 - Oct 2019
Accounting Manager
Codev is an outsourcing firm that specialize in software developers/engineers. Served as finance manager and facilities manger for 7 years. Helped the grow from 10 employees to nearly 200.
Jul 2010 - Jun 2017
1 education record
Daniel Perez education
FAQ
Frequently asked questions about Daniel Perez
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What company does Daniel Perez work for?
Daniel Perez works for Wealthrive.
What is Daniel Perez's role at Wealthrive?
Daniel Perez is listed as Chief Financial Officer at Wealthrive.
Where is Daniel Perez based?
Daniel Perez is based in Philippines while working with Wealthrive.
What companies has Daniel Perez worked for?
Daniel Perez has worked for Wealthrive, Freedom Family Office, Freedom Wealth Advisors, Llc (Registered In Ny, Nj And Fl), Higher Growth Outsourcing Ph., Inc., and Codev.
How can I contact Daniel Perez?
You can use AeroLeads to view verified contact signals for Daniel Perez at Wealthrive, including work email, phone, and LinkedIn data when available.
What schools did Daniel Perez attend?
Daniel Perez holds Bs, Accounting from Brigham Young University–Hawaii.
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