Anthony Perez
Wealth Advisor @Legacy Wealth Management
Signup · Get unlimited contacts
WORK HISTORY
Wealth Advisor @Legacy Wealth Management
Phoenix, AZ, US
Financial Analysis: Analyze clients\' financial situations, including income, expenses, assets, liabilities, and investment portfolios to identify opportunities for financial improvement.• Financial Planning: Develop comprehensive financial plans that address clients\' short- and long-term goals, including retirement planning, education funding, tax planning, estate planning, and investment strategies.• Investment Recommendations: Provide recommendations on investment strategies and portfolio allocations based on clients\' risk tolerance, goals, and market conditions.
EDUCATION
University of Phoenix
Bachelors
University of Washington
Pacific Coast Banking School
ABOUT ANTHONY PEREZ
Everyone dreams of being an entrepreneur, but only a small percentage ever succeed. In…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.