Aldo Perez

Junior Financial Consultant at Texas Financial Advisors

📍 Houston, Texas, United States

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.

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Experience

1 Years

Current Role

Junior Financial Consultant

Job Level

Junior

Location

Houston, Texas, United States

Personality Overview

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Priorities

Topics Aldo cares 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.

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Career

Work history

5-2025

Junior Financial Consultant

Texas Financial Advisors

In the press

Media appearances

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Education

Bachelor of Business Administration - BBA

Baylor University

Social presence

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