Louis Perez
Retirement Plan Specialist
Hello, my name is Louis Perez and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.
Schedule a TeleWealth virtual meeting to get started!
Areas of Focus
Retirement and investment planning
Pension and Social Security benefits
Calculating retirement income gap
Understanding rollover options
Contact Information
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 210-618-4244 | Fax: 888-989-9247
Background
Louis Perez is a Retirement Plan Specialist at TCG, a HUB International company where he builds relationships with school districts and educators and informs them of their retirement benefits. Louis’ expertise lies in his knowledge of TRS, Social Security, retirement savings accounts, and private wealth.
Louis studied finance at Texas State University and began his career in the TCG call center after graduating. In that role, Louis was exposed to how TCG operates on the backend which helped him later transition to the RPS role he currently holds.
Louis resides in Houston, Texas and enjoys working out, kickboxing, playing poker, and trying out new spots to dine at. He is also a big fan of the Cowboys and the Spurs.
Louis resonates with the quote from Robert T. Kiyosaki that reads, “Illiteracy, both in words and numbers, is the foundation of financial struggle.” His passion for financial literacy shines through his work at TCG.
