Umberto Perez brings over 19 years of experience in the financial planning industry to our firm and, with technical expertise, he utilizes his knowledge in investment, retirement and estate planning to connect with clients. Since the beginning of his career, he has undertaken extensive professional training and continues to develop his expertise in the industry. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Umberto dedicates his practice to the design and implementation of customized financial strategies for individuals, businesses and foundations. He is committed to delivering personalized service, cutting-edge solutions and comprehensive asset management to those he works with. Umberto is curr