Financial Consultant

Monica Perez

Florida β€’ Georgia β€’ Indiana

Application form

REAL Application

Application form

CORE Fund Application

Monica Perez's Bio

πŸ“£ I help you become your best-self financially πŸ“£

I invest in myself to learn how to help you:

– πŸ’° πŠπ„π„π πŒπŽπ‘π„: minimizing the 5 wealth destroyers (inflation, taxation, devastation, legal problems and market fluctuation)

– πŸ’΅ πŒπ€πŠπ„ πŒπŽπ‘π„: Invest in private and guaranteed products that create passive income.

– πŸ’² π‹πˆπ•π„ πŒπŽπ‘π„: Not only in the future but today!

—– I do not sell anything —–

𝑰 π‘ͺ𝑹𝑬𝑨𝑻𝑬 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 π‘―π’Šπ’”π’‘π’‚π’π’Šπ’„ families in the U.S. to build WEALTH

We can cut your income tax 50%


Tax free living & retirement

Cutting Edge Life Insurance Plans

  • Read
  • Dance
  • Travel
  • Family
Work History

  • Financial Strategist

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

  • Blue Financial PlanningΒ 

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