Gene Perez, NSSA® Advisor · Houston, TX
Gene Perez
Owner & Wealth Advisor, GEM Tactical Wealth
Professional Profile
Gene Perez, a seasoned Owner & Wealth Advisor at GEM Tactical Wealth in Houston, TX, brings 25 years of experience to the table, focusing on pre-retirees and retirees. As a certified financial planner (CFP), Gene specializes in tactical wealth management and retirement income planning, ensuring that clients have a strategic approach to their financial future.
What sets Gene apart is his commitment to a personalized experience, understanding the unique needs of each client. His tactical approach empowers clients to navigate the complexities of wealth management with confidence, helping them secure the retirement they envision.
Gene Perez has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
A proud Houstonian, Gene has been happily married for 29 years and enjoys spending his free time cooking, engaging in sports, and traveling. His deep-rooted connection to the community enhances his ability to relate to clients, making him a trusted partner in their financial journey. Whether you're preparing for retirement or looking to optimize your income strategy, Gene's expertise and warm approach can guide you toward achieving your financial goals.
Disclosure
Investment advice offered through ALTITUDE CAPITAL MANAGEMENT LLC, a Securities and Exchange Commission registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained here in should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed asto its accuracy or completeness.
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