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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
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Retirement and investment planning

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Pension and Social Security benefits

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Calculating retirement income gap

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Understanding rollover options

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

 

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. 

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