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

Jodi B. Perez, CFP®

President, IFS / Financial Advisor, RJFS

Independent Financial Services

20635 Amberfield Dr, Ste 102
Land O' Lakes, FL 34638
FINANCIAL ADVISOR'S WEBSITE
(888) 811-1817
(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

It is with great pride that we introduce the people of Independent Financial Services. Our team of dedicated professionals has more than 150 years of combined experience and is here to help you, your family members and your friends with all their financial planning and investment needs. Our Financial Advisors are committed to providing professional financial advice tailored to help you achieve your long-term goals and dreams.

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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 PLANNERTM EDUCATION: ? Bachelor’s Degree, University of South Florida, 1985 AREAS OF FOCUS: ? Retirement Planning ? Small Business Solutions ? Women and Investing ? Corporate Trustee Services PROFESSIONAL ASSOCIATIONS: Financial Planning Association Member; Network of Executive Women Member COMMUNITY INVOLVEMENT: Charity Chics; Member Central Pasco Chamber of Commerce

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, CO, CT, FL, GA, IN, KS, NC, TX, VA
  • Health/disability insurance: CA, CO, CT, FL, GA, IN, KS, NC, TX, VA
  • Fixed annuities: CA, CO, CT, FL, GA, IN, KS, NC,TX, VA
  • Variable annuities: CA, CO, CT ,FL, GA, IN, NC, TX, VA

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Securities are not deposits, not insured by FDIC or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Life and long term care insurance are offered through Nautic Financial LLC. Independent Financial Services, Nautic Financial LLC and First National Bank of Pasco are independent of Raymond James Financial Services.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Identity Theft, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources