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Rafael J Perez CFP®

Rafael J Perez CFP®

Followers of Rafael J Perez CFP®621 followers
location of Rafael J Perez CFP®Aurora, Ohio, United States

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  • Timeline

  • About me

    Senior Wealth Advisor, Director

  • Education

    • Kent State University

      1987 - 1991
      Bachelor of Business Administration (B.B.A.) Finance and Financial Management Services

  • Experience

    • Fidelity Investments

      Sept 2002 - Jun 2021

      • Vice President Financial Consultant

        Sept 2008 - Jun 2021

      • Financial Planning Consultant

        Sept 2002 - Sept 2008

    • Retired

      Jun 2021 - Oct 2021
      Financial Services Retired/NA VBO

    • MAI Capital Management

      Sept 2021 - now
      Director, Senior Wealth Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board

    • Investment Advisor/Representative

      The Securities and Exchange Commission, Zambia

  • Volunteer Experience

    • Endowment Co-Chair

      Issued by The Church in Aurora on Feb 2016
      The Church in AuroraAssociated with Rafael J Perez CFP®

    • Board Member

      Issued by Aurora Baseball League on Jan 2016
      Aurora Baseball LeagueAssociated with Rafael J Perez CFP®

    • Stewardship Chair

      Issued by The Church in Aurora on Feb 2010
      The Church in AuroraAssociated with Rafael J Perez CFP®