Ed Perez

Ed Perez Email and Phone Number

Managing Director - Investments - Senior Investment Portfolio Management Director @ Wells Fargo Advisors
st. louis, missouri, united states
Ed Perez's Location
Anaheim, California, United States, United States
Ed Perez's Contact Details

Ed Perez personal email

n/a

Ed Perez phone numbers

About Ed Perez

Ed Perez has achieved Managing Director status at the firm. He has also recently attained a Senior Portfolio Management Director Rank, He invests for Non-Profits as well as advising roughly 300 Mom and Pop households. Ed is committed as a proactive Investment Coach to many friends. He focuses on custom individual portfolios to help clients achieve financial security. Services-- Wealth Management-- Retirement Plan Blueprints-- 401(k) Rollovers -- In-service Withdrawals -- Rule 72t Consulting -- Money Market and Earned Interest Enhancements-- ETF Analysis-- Insurance Licensed -- Estate Planning Strategies-- Option Strategies-- LEAPS -- Roth IRAs-- SEP and Simple Retirement Solutions Focuses on: Personal Net Worth & Cash flow Analysis, Comprehensive Wealth Management, Retirement Planning and Income Analysis and Strategic Assets AllocationI enjoy spending time with my wife Erin and our children Mckenna, Chase and Evan, Hiking, Single Trail Running, Kayaking with the family, Enjoying a Great Cigar, Golfing, LA Kings Hockey, The Triple Crown and Sharing a Great Bottle of Red Wine with friends. Our most recent gift was McKenna getting into the nursing program at TCU with the founders scholarship. We are so proud of her !

Ed Perez's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Managing Director - Investments - Senior Investment Portfolio Management Director
st. louis, missouri, united states
Website:
wellsfargoadvisors.com
Employees:
15127
Ed Perez Work Experience Details
  • Wells Fargo Advisors
    Managing Director - Investments
    Wells Fargo Advisors Jul 2023 - Present
    Orange County, California, United States
    View

Ed Perez Education Details

  • California State University-Fullerton
    California State University-Fullerton
    Finance - Mihaylo College Of Business And Economics

Frequently Asked Questions about Ed Perez

What company does Ed Perez work for?

Ed Perez works for Wells Fargo Advisors

What is Ed Perez's role at the current company?

Ed Perez's current role is Managing Director - Investments - Senior Investment Portfolio Management Director.

What is Ed Perez's email address?

Ed Perez's email address is ed****@****bal.net

What is Ed Perez's direct phone number?

Ed Perez's direct phone number is (888) 454*****

What schools did Ed Perez attend?

Ed Perez attended California State University-Fullerton.

Who are Ed Perez's colleagues?

Ed Perez's colleagues are Cathy Wann, Michael Porter, Rodney Vucenich, Brooke Barry, Delphin Macintyre, Elle Swart, Cfp®, Tim Terzaken.

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