Partner and Founder of Castleview Partners LLC, an independent financial planning firm with offices in Texas, Chicago and Florida. Umberto Perez is a Certified Financial Planner and started his career in financial services in 1999, Umberto has technical expertise and specialized knowledge in the areas of Investment, Retirement and Estate Planning. Throughout his career, he has undertaken extensive professional training and continues to develop his expertise in the ever-evolving financial planning industry. With a philosophy of always providing clients with the utmost objectivity and ethical financial advice, Umberto came to the realization that his vision could only be accomplished if he