Luis Perez brings over eight years of experience in the financial services industry, with a strong background in client service, investment operations, and wealth management support. Prior to joining Princeton Wealth Advisors, Luis was with JPMorgan Chase & Co., where he developed a deep understanding of the importance of building trusted relationships and delivering a high level of service to clients.
Luis holds the Series 6, Series 7, and Series 63 licenses, allowing him to support clients with knowledge, professionalism, and attention to detail. He is committed to helping ensure every client interaction reflects the care, responsiveness, and personalized service that define Princeton Wealth Advisors.
A Philadelphia resident, Luis enjoys cooking, writing, and staying active through sports. Outside of the office, he is an avid Philadelphia Eagles fan and enjoys cheering on his team.