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Jodi Perez, CFP®, CEPA® has over 35 years' of experience and a deep understanding of the unique financial challenges & opportunities business owners face. She takes a holistic approach to develop a financial plan that aligns personal & business goals.

Jodi Perez, CFP®, CEPA® is a seasoned financial advisor at Raymond James, specializing in personal financial planning for business owners. With over 35 years’ of experience, Jodi has a deep understanding of the unique financial challenges and opportunities business owners face. Her expertise lies in helping clients accumulate wealth outside of their businesses, diversify their holdings to complement their business assets and understand the importance of personal & business planning simultaneously.

Jodi's approach is holistic and personalized. She works closely with business owners to develop tailored strategies that align with their individual goals and circumstances. By leveraging her Certified Financial Planner (CFP®) and Certified Exit Planning Advisor® (CEPA®) credentials, Jodi provides comprehensive advice on wealth management, retirement planning, estate planning and investment strategies.

One of Jodi's key areas of focus is educating business owners on the importance of understanding the business sale multiple. She helps clients grasp how this critical factor impacts their retirement goals and overall financial planning.

Through her dedicated and empathetic approach, Jodi helps empower business owners to make informed decisions which enhance their financial well-being and to help turn their financial dreams into reality.

Call me when:

1. You need a seasoned financial advisor to help you accumulate wealth outside of your business.
2. You're looking for personalized financial planning tailored to your unique goals and circumstances.
3. You want to understand how the business sale multiple impacts your retirement goals or other future goals.
4. You're seeking comprehensive advice on wealth management, retirement planning, estate planning, risk reduction and investment strategies.
5. You need guidance on understanding how the value your business impacts potential sale scenarios.
6. You want a trusted advisor with over 35 years’ of experience in financial services and has the following credentials: Certified Financial Planner® (CFP®) professional and a Certified Exit Planning Advisor® (CEPA®).
7. You value a holistic and empathetic approach to financial planning which can help empower you to make informed decisions and turn your financial dreams into reality.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services