Victor L. Perez
Investment Advisor Representative
Phone: (847) 698-4820
Fax: (847) 698-4801
Mobile: (312) 714-3305
Victor Perez is an Investment Advisor Representative at Platinum Wealth Solutions, a financial services firm focusing on estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
A cornerstone of Victor’s approach is the recognition that everyone’s economic and life situation is unique. He believes personalized service and strategy is essential when matching clients with the appropriate financial solutions and services.
His commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial strategy. The strategy must reflect the stage of life its owner is in. A strategy must reflect its owner’s personal or business situation, and highlight those financial solutions that best fit it. A strategy must also be continually reviewed to measure its achievements against stated goals, and ensure the owner is comfortable moving forward.
If you ever have questions about your specific financial solutions, feel free to contact Victor. We will set up a time to meet to review your needs and address any questions you may have.
- BA International Studies – DePaul University (Chicago, IL)
- Series 65
- Series 63
- Series 6
- Life, Health Insurance
Memberships & Associations
- Tohkon Judo club
- DePaul Alumni Association
- Hispanic Illinois State Law Enforcement Association (HISLEA)
Victor has 18 years of international sales experience where he has lived and worked in Spain, Venezuela and Mexico. He is married and currently lives with wife in downtown Chicago. He enjoys practicing judo and traveling with his club to competitions.