Aldo Perez is a Junior Financial Consultant at Texas Financial Advisors, focused on helping Americans grow their wealth, lower their tax burden, and prepare for retirement. A graduate of Baylor University with a Bachelor of Business Administration, he holds both the Securities Industry Essentials (SIE) and Series 65 certifications.
[Predicted] As a Baylor University alumnus, Aldo likely follows the Baylor Bears college sports teams. Given his professional base in Texas, he may also share an interest in major regional teams like the Dallas Cowboys or Houston Texans.
He is a fully licensed financial consultant, holding both the SIE and Series 65 certifications.
Aldo Perez
Junior Financial Consultant at Texas Financial Advisors
Houston, Texas, United States
Overview
Topics They Care About
Wealth Management
His professional focus is on helping hard-working Americans grow their personal wealth and build a strong financial future.
Retirement Planning
He specializes in creating plans that help clients confidently prepare for and navigate their retirement years.
Tax Optimization
A key part of his advisory service is identifying strategies to effectively lower the tax burden for his clients.
Media Appearances
Aldo has no verified media appearances
Work History
5-2025
Junior Financial Consultant at Texas Financial Advisors
Education
Bachelor of Business Administration - BBA from Baylor University
More Information
Social Presence :
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Location : Houston, Texas, United States
Job Level : Junior
Designation : Junior Financial Consultant at Texas Financial Advisors
