Don't wait on the horizon to find you.
Thomas Perez
Financial Advisor
Do or Do Not. There is no Try. ~ Yoda
About Me
I am very blessed to live in Mt. Pleasant, South Carolina with my amazing wife, Ullas, my rock with whom I cannot live without, and our two beautiful daughters, Ava and Julianna.
I'm a retired Naval officer and enjoy fishing, working out with my F3 brothers, and spending time with my church family.
Family, faith, and service are my personal core values that I live by.
Here are my areas of expertise
Financial Planning
Business Planning
Investment Planning & Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Estate Planning