Jodi B. Perez, CFP<sup>&reg;</sup> - Financial Advisor

Jodi B. Perez, CFP®

CEPA®

Partner IFS / Senior Financial Advisor, RJFS

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638
FINANCIAL ADVISOR'S WEBSITE
(888) 811-1817
+1 More Number
(813) 908-2701
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General

Jodi Perez is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Financial Services in Land O' Lakes, FL and the surrounding communities.

Financial Advisor Overview

As a CERTIFIED FINANCIAL PLANNER™ professional for over 32 years, Jodi understands the financial planning process and how important it is when working with clients to help achieve financial and personal goals throughout their lifetimes. She is also a Certified Exit Planning Advisor (CEPA®), a planning credential from the Exit Planning Institute™ that focuses on the Value Acceleration Methodology; helping business owners create more valuable businesses by aligning business and personal goals as they plan an exit.

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Financial Advisor Experience

PROFESSIONAL REGISTRATIONS: Series 7, 24, 63, 65 Florida Life, Health and Variable Annuity insurance licenses PROFESSIONAL DESIGNATIONS: CERTIFIED FINANCIAL PLANNER™ (CFP®) Certified Exit Planning Advisor (CEPA®) AREAS OF FOCUS: Small Business Solutions including Succession & Transition Planning Women and Investing Retirement & Income Planning PROFESSIONAL ASSOCIATIONS: Financial Planning Association (FPA) Member BTC (Business Transition Council Tampa, FL) COMMUNITY INVOLVEMENT: Charity Chics

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEPA

Insurance Licenses

  • Life insurance: CA, FL, GA, IL, NC, NY, SC, TN, TX, WA, WV
  • Health/disability insurance: CA, FL, GA, IL, NC, NY, SC, TN, TX, WA, WV
  • Fixed annuities: CA, FL, GA, IL, NC, NY, SC, TN, TX, WA, WV
  • Variable annuities: CA, FL, GA, IL, NC, NY, SC, TN, TX, WA, WV

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits, not insured by FDIC or any other government agency, not guaranteed by any bank, and are subject to risks, including the possible loss of principal. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Women's Finances

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Helpful Financial Planning Resources