Ed Perez
Ed Perez has achieved Managing Director status at the firm. He has also recently attained a Senior P...
Anaheim, California, United States
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Ed Perez’s Email ed.perez@wellsfargoadvisors.com
Social Media
Ed Perez’s Location Anaheim, California, United States
Ed Perez’s Current Industry Wells Fargo Advisors
Ed Perez’s Prior Industry Morgan Stanley
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Work Experience
Wells Fargo Advisors
Managing Director - Investments
2023-07-01 00:00:00 - Present
Morgan Stanley
Executive Director - Senior Portfolio Management Director - Financial Advisor
1996-06-01 00:00:00 - 2023-06-01 00:00:00Skills
Languages
FAQ About Ed Perez
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Ed Perez is located at
Anaheim, California, United States -
Ed Perez is a 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 Allocation I 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 !
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Ed Perez currently works in the Wells Fargo Advisors |
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No Languages Available
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Ed Perez has prior
experience in the following industries:
Morgan Stanley -
Ed Perez has the following professional experience:
Wells Fargo Advisors | Morgan Stanley -
You can view Ed Perez’s LinkedIn profile at LinkedIn URL
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Ed Perez’s work email
addresses are
ed.perez@wellsfargoadvisors.com -
Wells Fargo Advisors |