Benny Perez is passionate about helping individuals and families achieve the financial freedom needed to pursue their life goals — especially as they near retirement. Clients often know the future they want to build, and Benny and his team help them grow their assets while avoiding costly missteps.
Before entering the financial industry, he spent five years in higher education, including time as an economics professor. That experience sharpened his ability to simplify complex financial topics and guide clients with clarity and confidence. Now with over five years in financial services, Benny combines technical knowledge with a personal, values-driven approach.
He and his wife are active in their church and support several local charities. Outside of work, he enjoys woodworking and time with his wife and their five beautiful children. Guided by the same principles he brings to his family life — intentionality, care, and a steady hand — Benny helps clients shape a financial future with clarity, confidence, and long-term direction.
Benjamin J. Perez is an Investment Adviser Representative of ESI Financial Advisors.