Jason Perez, Cfp® Email & Phone Number

At Harbour Bridge Wealth Management Advisors, our mission is to provide financial and risk management advice to our clients, which include corporate executives, doctors, attorneys, entertainers, educators and entrepreneurs. We do this in a consultative and comprehensive manner which involves a team of advisors whose sole focus is helping ensure that each client's needs are met through customized investment solutions while leveraging the resources of Wells Fargo Advisors Financial Network and it's affiliates.This information is intended for use only by residents of CA, CT, DE, FL, IL, IN, MA, ME, NC, NJ, NY, PA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Investment Strategies, Retirement Planning, Risk Management, Tactical Asset Allocation, and 19 others.

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  Stevens Institute Of Technology

  Mechanical Engineering