PEREA CAPITAL – Your Trusted Financial Expert
PEREA CAPITAL is a renowned financial services firm that specializes in providing strategic financial advice and services to individuals, families, and businesses. With a team of highly skilled and experienced advisors, PEREA CAPITAL has established a strong reputation for its excellence in financial planning, investment management, and wealth management services.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning tailored to each client’s unique goals and needs
- Offers a wide range of financial services, including investment management, retirement planning, risk management, tax planning, and more
- Works closely with clients to develop a long-term financial plan and regularly reviews and adjusts it to ensure it remains aligned with their changing financial needs and goals
- Offers access to top-tier investment options and continuously monitors and evaluates their performance to ensure they are meeting clients’ objectives
- Provides ongoing support and guidance to help clients make informed financial decisions and achieve their financial goals
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | Over 20 years |
With over $1 billion in assets under management and a team of more than 10 experienced advisors, PEREA CAPITAL has established itself as a leader in the financial services industry. With over 20 years of experience, the firm has successfully helped numerous clients achieve their financial goals and build long-term wealth.
Financial Services Offered
PEREA CAPITAL offers a comprehensive range of financial services to serve the diverse needs of their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Business planning
- And more
Client Types
The team at PEREA CAPITAL works with a variety of clients, including:
- Individuals and families
- Professionals and corporate executives
- Small business owners
- Non-profit organizations
- And more
Fees & Compensation
As a fee-only financial advisor, PEREA CAPITAL does not receive commissions or any other form of compensation from third parties. This ensures that the firm’s advisors are always acting in the client’s best interest and making recommendations based on their individual needs and goals.
PEREA CAPITAL’s fees are transparent and based on a percentage of assets under management. This structure aligns their interests with those of their clients, as the firm only earns more when their clients’ investments grow in value.
Background
PEREA CAPITAL was founded in 1998 by John Perea, a highly respected financial advisor with over 30 years of experience in the industry. Since its inception, the firm has remained committed to providing exceptional service and personalized financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PEREA CAPITAL has a fiduciary duty to always act in the best interest of their clients. They have a clean record and have no disclosures or disciplinary actions on their record. The firm’s advisors also hold all necessary licenses and qualifications to provide financial advice and services.
In conclusion, PEREA CAPITAL’s team of experienced advisors, comprehensive financial services, and commitment to putting their clients’ interests first make them the top choice for anyone seeking professional and reliable financial advice. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.