Salvador Perez, CFP®
Investment Advisor Representative
Sal graduated with a Bachelor of Science in Business Administration, with a concentration in Financial Planning, from Winthrop University in Rock Hill, South Carolina. Prior to that, Sal attended boarding school at Shattuck-St. Mary's in Minneapolis, Minnesota.
Sal most recently worked at Vanguard, in Charlotte, North Carolina, as a Team Leader on their brokerage desk, prior to joining our firm. At Financial Plans & Strategies, as an Investment Advisor Representative. Sal is a part of the Investment Committee and helps manage the investment asset allocation system. Sal actively reaches out to clients to help them rollover or transfer their assets to the firm. Sal partners with clients to provide guidance on investments, education projections, and retirement planning.
Sal holds his Series 63 & 65 securities registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.