Elier Peraza, CFP
Review my background on FINRA's BrokerCheck
Elier Peraza, CFP
Review my background on FINRA's BrokerCheck
“I’m all about building close relationships and collaborating with my clients to find the best strategies and solutions.”
I joined Johanson & Yau in 2016 with more than a decade of experience as a financial advisor, including prior positions with 1st Global Capital Corp. as Supervising Director and Financial Advisor in their Practice Consulting Department.
I thrive on opportunities to help clients achieve the outcomes most important to them by clarifying their values, vision, goals and expectations. My focus includes customized retirement income solutions, portfolio design, long term care, disability protection and charitable donations using tax optimized strategies.
A native Cuban, I spend my free time exploring nature and finding new restaurants in the Bay Area – La Bodeguita del Medio in Palo Alto is a favorite. A hike to the top of Mission Peak, a bolero, arroz con pollo and a mojito are the best ingredients for a perfect weekend.
SERVICES
Annuities
Disability Insurance
Investments and Securities
Life Insurance
Long Term Care
Personal Financial Planning
LICENSES
FINRA Series 7 & 66
California Insurance License 0K42603
COMMUNITY INVOLVEMENT
Leadership San Jose, Alum
MACLA/Movimiento de Arte y Cultura Latino Americana, Board Member
Stand Up For Kids, Volunteer
EDUCATION
Bachelor of Science – Biochemistry & Molecular Biology, University of Havana
Third Floor
Campbell, California 95008
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
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