Contact Information

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

Background

Louis Perez supports client relationships and financial planning at HUB Retirement & Private Wealth, working alongside senior advisors to deliver thoughtful, comprehensive guidance. His responsibilities span financial plan development, portfolio analysis, client communications, and investment implementation — giving him hands-on experience across the full advisory process. Louis brings a focused background in advising governmental clients, an area of particular relevance to HUB’s public sector division. He holds a Bachelor’s degree in Finance from Texas State University and completed his CERTIFIED FINANCIAL PLANNER™ education through Rice University.  

Driven by a commitment to continuous growth, Louis is working toward becoming a senior wealth advisor — with a focus on sharpening his skills and building lasting client relationships founded on trust and sound financial strategy. Outside the office, he’s a die-hard San Antonio Spurs and Dallas Cowboys fan who enjoys time with family and friends, and a competitive game of poker. 

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.