Aldo Perez

Junior Financial Consultant at TFA | Helping Everyday Americans Build Wealth & Retire with Confidence

Role: Junior Financial Consultant at Texas Financial Advisors
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Aldo Perez

Helping others achieve financial confidence and security is what truly drives my work. As…

Experience

Junior Financial Consultant
Texas Financial Advisors
May 2025 — Present · Houston, TX, US

Contact information

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•••••@texasfa.com
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Current company

Texas Financial Advisors

Financial Services · 115 employees · Founded 2023 · Dallas, Texas, United States

At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation but also anticipate what the future may bring: a private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. In Texas, we have offices in Dallas, Austin and Houston. Come join our team or reach out if we can help you raise your financial confidence and portfolio. Phone Dallas Office : (81••••••07 Phone Austin Office: (51••••••24 Email: i•••@texasfa.com

texasfa.com

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