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Louis Perez, CRPC®

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
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Retirement Planning

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Pension & Social Security Benefits

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Calculating Retirement Income Needs

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Understanding Rollover Options

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Cash Flow Analysis

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Asset Allocation & Goal Planning

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746

Phone: 210-618-4244 | Fax: 888-989-9247

 

Click here to email Louis

 

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Background

Louis Perez is a Retirement Plan Specialist at HUB Investment Partners 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 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.

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. 

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