Meet Jodi Perez, CFP®, FINANCIAL ADVISOR and Co-Owner of Independent Financial Services in Land O’ Lakes, FL. Jodi has a passion for helping others with all of life’s concerns, from starting a college plan for a child to planning in advance for one’s heirs. She graduated from USF in 1985 with a Bachelors degree in marketing. Shortly after, she obtained her CFP certification from the College of Financial Planning in Denver, Colorado. In 2007, Jodi joined forces with Jeannie Holliday to create Independent Financial Services. Jodi is very involved in the communities she serves. She is a co-founder of Charity Chics North Tampa Pasco, the President of the Financial Planning Association of Tampa Bay and past USF FPA Student Chapter Advisor. She is also a current member of the Central Pasco Chamber of Commerce. Her professional registrations include: Series 7, 24, 63, 65 and Florida Life, Health & Variable Annuity insurance licenses.
When Jodi is not brainstorming retirement plans or trading in accounts, you can find her cooking a homemade meal with her husband, playing golf or camping at a Florida beach. She enjoys all that life has to offer and you can always find her with a smile on her face. She has one pet, a golden dachshund named Oliver and two children. Her favorite movies are Star Wars and Sherlock Holmes. Many people don’t know, but before she decided to become a financial advisor, she got her private pilots license and wanted to be a pilot for a living. As cool as that sounds, we are so glad she chose the path that lead her to Independent Financial Services!
Jodi’s favorite quote:
“The time to buy is when there’s blood in the streets.” – Baron Rothschild
If you feel like Jodi is the right advisor for you and you would like to set up a complimentary consultation, please reach out to our office at (813)908-2701 or firstname.lastname@example.org.
*Raymond James is not affiliated with any of the organizations named.