Jason Perez, Financial Advisor located in Overland Park, KS

Financial Advisor
Jason Perez

CFP®, ChFC®, AAMS®, CRPS™
7321 West 79th St, Overland Park, KS 66204opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Football
  • Golfing
  • Pets

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(913) 385-1692

Fax

(866) 532-5719

Office Address

7321 West 79th St
Overland Park, KS 66204opens in a new window

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