Carlos Perez
Partner, Aspire Financial Group
Carlos Perez is a financial advisor with Equitable Advisors in Poughkeepsie NY. Carlos joined in 2006 after a career in aviation.
Since joining the company, 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 a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.