Ross Perez, Financial Advisor located in Ft Worth, TX

Financial Advisor
Ross Perez

ABFP®, AAMS®, CRPC™, CRPS™
9501 Clifford Road, Suite D, Ft Worth, TX 76108opens in a new window
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Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Architecture
  • Art Collecting
  • Cycling
  • Hiking
  • Outdoor Enthusiast

Team Members

  • Joy Loftis
    Sr. Branch Office Administrator

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(817) 367-0105

Fax

(877) 420-8874

Office Address

9501 Clifford Road
Suite D
Ft Worth, TX 76108opens in a new window

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