Angel M. Perez has owned and operated a tax preparation and planning business since 1992 and became an Enrolled Agent in 1996. He also holds a B.A. in Economics from the University of California, Davis.
In 1998 he expanded his business into financial planning by obtaining his California Life and Insurance License, as well as his Series 6, 7, 63 and 66 registrations with LPL Financial. He also holds a Series 66 with LPL Financial and Ideal Life Financial Advisors. In an effort to better serve his clientele, he obtained his CERTIFIED FINANCIAL PLANNER™. Angel and his wife Lelia live in Folsom, California.
CA Insurance Lic#0B92384