1000 Corporate Dr #700
Fort Lauderdale, FL 33334
Roy Perez graduated from Florida State University (FSU) with a bachelor’s degree in Finance and Entrepreneurship. After graduation, Roy began his financial services career as a Financial Consultant in Miami, while continuing to be active in the Florida State University Alumni Association as well as his local community.
Roy joined MassMutual South Florida as an Agency Sales Director South in July 2012. Prior to joining MassMutual South Florida, Roy served as a Financial Consultant with John Hancock.
Roy currently leads a team of Financial Associates in his new position with Coastal Wealth as an Agency Director in Fort Lauderdale and Miami. His goal is to make financial independence a reality for thousands of Americans. In addition to serving the needs of his own personal clients, Roy is focused on recruiting, training and cultivating recent college graduates who are enthusiastic, coachable, organized, ethical, and are entrepreneurial in nature.
Roy is actively involved in providing valuable financial education for Dade and Broward County public schools. He is also a founder of the South Florida Professionals Golf Club, dedicated to business networking through golf and charitable giving.
Roy lives in Miami, Florida and enjoys boating, snorkeling and occasionally attempts to play a decent round of golf.
His licenses include FINRA Series 7 and 66 and a 2-15 (life/health/annuities).
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Business Owners
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Group Benefits
- Charitable Giving
- College Funding Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Roy’s Licenses and Disclosures