Carlos Perez

Carlos Perez

Partner, Aspire Financial Group

Carlos Perez is a financial advisor with Equitable Advisors in Poughkeepsie NY. Carlos joined Equitable in 2006 after a career in aviation.

Since joining Equitable, Carlos has obtained numerous licenses and registrations, including the Series 7, Series 66, and Series 24. Carlos is also licensed to transact business in multiple states including New York, New Jersey, Connecticut, North Carolina, South Carolina, Pennsylvania, Florida, and Texas.

Carlos focuses his practice on risk management, asset accumulation, retirement planning, employer sponsored plans and group benefits. The goal is to maximize returns, minimize taxes, make costs more efficient and mitigate risk. He works with individuals and businesses by maintaining a high level of integrity, honesty, and professionalism. Carlos strives to continually meet new clients and friends to help prepare for the future.

Carlos is very active in his community. He loves to teach children about financial literacy and is a very big animal lover. He loves sports, especially hockey and baseball, and is a pilot and aviation enthusiast.


Aspire Financial Group is not owned and operated by Equitable Advisors.



Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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