Rafael Perez, CFP®

Senior Wealth Advisor, Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Has more than 25 years of experience in financial planning, investments, retirement, estate planning, education funding, and insurance
  • Joined the firm in 2021 after spending 19 years at Fidelity Investments, most recently as a Vice President
  • Believes in a personalized approach to wealth planning to address multiple goals

 

Life Outside of MAI 

  • Married 23 years with 4 children
  • Active volunteer in his church
  • Volunteer with the Aurora Baseball League
  • American Red Cross volunteer/regular blood donor
  • Lifetime Cleveland sports fan

 

Education

  • Kent State University, BBA in Finance

We look forward to learning about your financial goals.

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