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Jodi Perez CEPA, CFP®
Independent Financial Services | Raymond James
Partner, IFS | Senior Financial Advisor, RJFS
Land O' Lakes, Florida 34638
Risk profiling, institutional asset allocation, and money management selection are the foundations of a strong plan in a rapidly changing environment. We’ll help you navigate with a customized strategy. We specialize in helping those approaching or entering retirement develop a solid plan that will change and grow through every phase of life. Our team is here to empower people through any season of life and to educate individuals on their financial options to help reach their goals.
|Service||Description Of Service|
|Retirement Planning||Exit Planning|
|Wealth Management||Financial Planning|
|Protection Planning||Estate Planning|
Jodi earned her bachelor’s degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™ professional for the past 32 years, Jodi understands the financial planning process and how important it is when working with clients to help achieve financial and personal goals throughout their lifetimes. She is also a CERTIFIED EXIT PLANNING ADVISOR, a planning credential from the Exit Planning Institute that focuses on the Value Acceleration Methodology; helping business owners create more valuable businesses by aligning business and personal goals as they plan an exit. As a CEPA, Jodi can work with business owners to help develop a team of professionals to create positive change and enable successful exits regardless of the timing.
As a member of the Financial Planning Association (FPA), and current President of the FPA of Tampa Bay, Jodi is very involved in the planning community and mentoring the next generation of financial planners. She is on the Advisory Council for the Financial Planning Degree program at USF’s Muma College of Business and is the past FPA Student Chapter Mentor. Being part of the leadership team at FPA of Tampa Bay Jodi has been very involved with Financial Literacy programs in the community and educational institutions.
As part of her 35 + years’ experience in the financial services industry, Jodi was Vice President at a registered broker/dealer located in Tampa, FL and managed a team of 20 financial planning professionals. This is where Jodi met Jeannie Holliday and after working together for 14 years in corporate life, they each decided to work with individual investors for several years. Then in 2007, they joined forces to create a full-service Financial Planning and Wealth Management practice, Independent Financial Services. Together they built a team of 12 professionals to ensure their clients have continuity of advice and relationships as they reach milestones, such as paying for college, accumulating for & living in retirement, planning for their legacy and many more goals over their lifetimes.
Jodi has been quoted in a Tampa Bay newspaper as well as being a featured guest speaker on a local TV station. Her professional registrations include: Series 7, 24, 63, 65 and Florida Life, Health & Variable Annuity insurance licenses.
In her free time, Jodi loves to go “glamping” in her fifth wheel. Yes, you read that right — A more glamorous way of camping and enjoying the great outdoors! She enjoys playing golf with her husband and every several years plans a golf “bucket-list” type trip. She also enjoys teaching her friends and family how to make fresh pasta and mozzarella cheese. She’s been known to have them bring their KitchenAid mixers into her kitchen so they can learn all the tricks to making fresh pasta!
Raymond James Financial Services is not affiliated with the above independent or charitable organizations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.