Justin T. Perez, CRES

Justin grew up in Windham, Connecticut and earned his B.S. in Finance from Johnson & Wales University. He believes meaningful financial outcomes are built on transparency, education, and strategies tailored to each client’s goals.

A former collegiate baseball player, Justin brings a steady blend of discipline, perseverance, and a team‑oriented mindset to his work. He values building genuine, long‑term relationships and takes pride in helping clients feel comfortable and confident as they navigate their financial journeys. Justin holds his Series 7 and 66 registrations, as well as life and health insurance licenses.

When he’s not working with clients, Justin enjoys spending time outdoors — exploring local trails with his dog, staying active, and discovering new places to visit.