Financial Consultant

Monica Perez

Florida • Georgia • Indiana

Application form

REAL Application

Application form

CORE Fund Application

Monica Perez's Bio

📣 I help you become your best-self financially 📣

I invest in myself to learn how to help you:

– 💰 𝐊𝐄𝐄𝐏 𝐌𝐎𝐑𝐄: minimizing the 5 wealth destroyers (inflation, taxation, devastation, legal problems and market fluctuation)

– 💵 𝐌𝐀𝐊𝐄 𝐌𝐎𝐑𝐄: Invest in private and guaranteed products that create passive income.

– 💲 𝐋𝐈𝐕𝐄 𝐌𝐎𝐑𝐄: Not only in the future but today!

—– I do not sell anything —–

𝑰 𝑪𝑹𝑬𝑨𝑻𝑬 𝒗𝒂𝒍𝒖𝒆

Build the life you love, design the life you love because if you don’t……. someone else will.

Financial Advisor and Insurance agent helping 𝑯𝒊𝒔𝒑𝒂𝒏𝒊𝒄 families in the U.S. to build WEALTH

We can cut your income tax 50%

We ERASE CAPITAL GAINS 99%

Tax free living & retirement

Cutting Edge Life Insurance Plans

Interests
  • Read
  • Dance
  • Travel
  • Family
Work History

  • Financial Strategist

Drive Planning Dec 2019 – Present · 4 yrs 6 Dec 2019 – Present · 4 yrs 6 months Suwanee, Georgia, 

  • Blue Financial Planning 

 Apr 2018 – Present · 6 yrs 2 months Apr 2018 – Present · 6 yrs 2 months Suwanee, Georgia