Perla Silva Perez, FPQP®

Associate

Houston

Client Advisory

Biography

Perla is an Associate in the Houston office. She is a member of the Financial Planning team; actively delivering exceptional service across various activities while learning and mastering the day-to-day responsibilities of the job.

In her previous role at Wealth Development Strategies, LLC, Perla supported financial representatives by creating investment reports and aided in portfolio construction, showcasing her commitment to client success.

In her spare time, Perla passionately pursues Mixed Martial Arts (MMA) and has demonstrated remarkable dedication, achieving a greenbelt second grade over the course of the past four years.

Education

  • Bachelor’s degree in Finance and Business Management with a specialty track in Personal Finance from the University of Houston

Highlights

  • Financial Paraplanner Qualified Professional℠

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.