Pelaez
Financial Advisor | I help professionals in Tech and Biotech companies save efficiently and minimize their tax drag
- Role
- Financial Advisor at Northwestern Mutual
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Pelaez
As a Financial Advisor, I help professionals and families implement a financial plan to…
Experience
Financial Advisor
Apr 2020 — Present · San Diego, CA, US
I help people professionals and families create a financial plan to save tax efficiently for major goals in life including retirement, education funding, diversification of equity compensation and wealth management.
Education
Penn State University
HRIM, Restaurant Management
2003 — 2007
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