Roel Perez is a highly experienced financial advisor based in Wayne Twp, NJ. With a strong background in financial services, Roel is dedicated to helping clients achieve their unique financial goals by providing personalized strategies and solutions. He has a Bachelor's degree in Business Administration with a Minor in Computer Information Systems, and his expertise includes planning, annuities, life insurance, and investment management services.
Roel Perez is known for fostering strong client relationships and has a proven track record of success in the industry. He has previously worked at TD Bank and Citi Bank, gaining valuable experience in financial services. Fluent in both English and Spanish, Roel is able to effectively communicate with a diverse range of clients. Whether it's planning for retirement, growing wealth, or preserving assets, Roel Perez is committed to helping individuals and businesses navigate their financial journey.
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