Stephanie Perez's Colleagues at Accelerated Wealth
Stephanie Perez's Contact Details
HQ
719-466-5627
719-466-5627
Location
San Antonio, Texas, United States
San Antonio, Texas, United States
Company
Accelerated Wealth
Accelerated Wealth
Stephanie Perez's Company Details
Our comprehensive planning process involves the use of our proprietary Five Basket Financial Plan(R). We believe that a nest egg should be divided appropriately between each of the 5 Baskets not only to diversify across investments, but diversify across strategies. As an SEC Registered Investment Advisory Firm, we operate as fiduciaries, meaning there is a legal standard requiring the client's best interest to be placed permanently at the front of every recommendation and strategy. Our goal is to provide confidence and peace of mind, through the conduit of sound financial planning.
Frequently Asked Questions about Stephanie Perez
Stephanie Perez currently works for Accelerated Wealth.
Stephanie Perez's role at Accelerated Wealth is Office Coordinator.
Stephanie Perez's email address is ***@acceleratedwealth.com. To view Stephanie Perez's full email address, please signup to ConnectPlex.
Stephanie Perez works in the Financial Services industry.
Stephanie Perez's colleagues at Accelerated Wealth are Matthew Byars, Don Harding, Roz Kovel, Michelle Palmer, Meghan Morales, Brenda Kordeliski, Charles Smith and others.
Stephanie Perez's phone number is 719-466-5627