Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 210-618-4244

Background

Louis Perez is an Associate Advisor with a background in building relationships with school districts and educators to inform 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 HUB call center after graduating. In that role, Louis was exposed to how HUB 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.

Areas of Focus

• Wealth Management 
• Financial Planning  
• Tax Planning and Optimization 
• Estate Planning and Wealth Transfer 
• Investment Management 
• Risk Management 
• Equity & Executive Compensation Plans

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Insurance Services offered through HUB International.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.
*Some of the services listed above may be provided outside of HUB International and its affiliates.