the personal side of Nancy
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Nancy Perez
Marketing Coordinator

Nancy joined the Crux Wealth Advisors team in 2021 at our Long Beach headquarters as the Marketing Coordinator. Her position is critical to our team to create clear and engaging content that is communicated with our clients and communities. 

Nancy works with various team members to develop a comprehensive marketing strategy that effectively connects our organization with our clients and ensures that we meet vital goals. She also focuses on writing the content for various forms of communication, such as for our social media channels. Nancy has a passion for conducting research, creating, and executing plans. She continually stays on top of ever-changing trends in the marketing industry which can be applied to financial services. Her detailed and organized nature allows her to respond and create effective solutions at a moment’s notice. 

Before joining our team, Nancy gained more than ten years of valuable marketing experience through her work in media relations, external communications, social media, community investment, marketing/promotion, and government relations. In addition to her broad skill set, she is also a bilingual communications professional. Nancy has held roles as a Community Relations Field Deputy with the Orange County District Attorney’s Office, an External Relations Advisor with Shell Oil Company, and a Public Affairs Administrative Assistant with Phillips 66 Los Angeles Refinery. Throughout her experiences, she has enjoyed providing transparency and information to give each unique audience a better understanding of the industry and avoid misconceptions. Nancy graduated from California State University, Dominguez Hills, with a Bachelor of Science degree in Business Administration, Marketing. 

Nancy Perez

Outside of the office, my partner, Andrei, and I enjoy an active lifestyle. We were both raised in Long Beach, CA, and enjoy riding bikes to the beach to take in the beautiful sights available in our backyard. I’m even lucky enough to live close to work, it’s just a two-minute drive or six-minute walk. I love learning new things and recently taught myself how to make hot chocolate bombs which has been fun to give to friends and family as a special treat!

I have a passion for working with youth through mentoring. I’ve had the opportunity to volunteer at my old schools’ mentoring and career days as well as sciences fairs, which has been great platforms to share my story and help inspire the next generation of leaders. In the last few years, I’ve had the pleasure of volunteering with multiple organizations in various roles. These include being a participant at the City of Carson Autism Awareness 5k, as a judge for the Cal State Dominguez Hills Student Research Day, a Sharefest Community Development Inc. volunteer and project coordinator, a United Way of Greater Los Angeles Campaign Ambassador, a Clean Wilmington Group Leader, along with involvement in other organizations such as the Barbara Bush Houston Literacy Foundation, Junior Achievement of Southwest Texas, the Los Angeles Food Bank, and VFW Post 2967. 

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