CERTIFIED FINANCIAL PLANNER™
Paul V. Perez was born and raised in New Orleans. He attended Jesuit High School from where he graduated Summa Cum Laude in 1979. Paul received his Bachelor of Science degree in Finance from Louisiana State University in 1983.
Paul’s start in the financial services industry came in 1986 when he joined the offices of CIGNA Financial Services in Metairie, Louisiana. Soon after, he teamed up with Chuck Miller with whom he is still associated today. Paul earned his CERTIFIED FINANCIAL PLANNER™ certification in 1993 after completing a three year program focusing on the financial planning process, income tax planning, retirement planning, estate planning, investment planning, and risk management among other topics.
Paul joined Raymond James Financial Services in 2007. Through Raymond James he is able to provide investment products in an independent environment.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of this firm on FINRA’s BrokerCheck.