With almost a decade of experience in the financial services industry, Mike Perez is a seasoned external annuity consultant who specializes in providing comprehensive strategies for fixed income and equity alternatives, as well as income-for-life solutions. He is dedicated to assisting advisors and clients in navigating the complexities of annuities to help ensure their financial goals are met effectively.
Before taking on his current role, Mike held various sales positions at Jackson National, gaining valuable insights into the annuity market and honing his skills in serving clients’ needs.
Mike earned his degree in sports medicine from Colorado State University and holds several essential certifications, including life insurance, Series 7, Series 63, and the prestigious CERTIFIED FINANCIAL PLANNER™ designation. His commitment to providing quality financial advice and guidance is evident in his pursuit of professional excellence.
Outside of work, Mike enjoys watching football, traveling and engaging in various outdoor activities.
Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.