Financial Advisor Antonio Perez

Antonio was inspired to enter the financial industry after watching hard-working friends and family feel anxious about their future simply because they didn’t have a clear plan. He specializes in breaking down clients’ abstract goals — like retirement or wealth building —into clear, concrete plans that explain the “why” behind strategies.

A veteran of the United States Army, Antonio brings a strong sense of discipline and dedication to his practice. He earned a master’s degree in technology management from the Florida Institute of Technology (FIT) and a bachelor’s degree in national security from Excelsior College. He holds life, health and variable annuity insurance licenses in the state of Florida, and has passed the Series 6, 7 and 66 securities exams.

Antonio and his wife, Wanda, reside in Fort Walton Beach, Florida. They are proud parents of two adult children, Angelica and Anthony. Outside of the office, Antonio enjoys staying active in the gym, traveling and spending time at the shooting range.