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Sugeil Perez, C(k)P, QPFC, AIF
Financial Advisor
Email Address
Sue.Perez@wellsfargoadvisors.comPhone Number
(305) 704-1280Toll Free
(800) 945-2310Find Me On
As a Financial Advisor with Wells Fargo Advisors, I offer personalized investment and retirement planning services to individuals, families, and business owners. I work closely with my clients to develop strategies designed to help them pursue their financial goals while navigating today’s evolving economic and regulatory environment.
In addition to personal investment and retirement planning, I specialize in corporate retirement plans. As a C(k)P® Certified 401(k) Professional and QPFC designee, I bring experience in designing, managing, and supporting retirement plans for organizations and their employees. I personally oversee each plan I serve and am committed to providing ongoing support, plan sponsor guidance, and participant education.
With access to the resources of Wells Fargo Advisors, including Wells Fargo Investment Institute research and market insights, I help clients make informed financial decisions tailored to their specific needs.
Contact me or a member of my team if you would like help developing strategies for your personal financial goals or strengthening your organization’s retirement plan.
Kevin Garcia – Financial Consultant, QPFC
Kevin.garcia4@wellsfargoadvisors.com
305-460-1244
Maria Funcasta – Senior Client Associate
maria.funcasta@wfadvisors.com
305-704-1317
Ethan Perez – Client Associate
Ethan.perez@wellsfargoadvisors.com
305-704-1056
Certificates
C(k)P, QPFC, AIF
Education
- B.S. in Business Administration – Financial Planning
Languages
- English
- Spanish
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