Rafael Perez, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Has more than 25 years of experience in financial planning, investments, retirement, estate planning, education funding, and insurance
• Joined the firm in 2021 after spending 19 years at Fidelity Investments, most recently as a Vice President
• Believes in a personalized approach to wealth planning to address multiple goals

Life Outside of MAI 

• Married 23 years with 4 children
• Active volunteer in his church
• Volunteer with the Aurora Baseball League
• American Red Cross volunteer/regular blood donor
• Lifetime Cleveland sports fan

Education

• Kent State University, BBA in Finance

¹Certified 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.