ABOUT JOSIEL PEREZ

Many of us fail to plan for our financial futures, be it for the education of children, our retirement or preparedness for events or circumstances that can affect the course of our lives. Josiel Perez’s mission is to educate individuals and families on sound financial planning so as to enhance or create a secured future and a legacy to last for generations to come.
Josiel Perez is a Cuban-American artist and entrepreneur. He has been in the entertainment industry for more than 20 years, attaining his BA in the Arts, MA in film scoring, MA music education and he is a Ph. D. Candidate at Arizona State University. Since 2020, he has been in the financial services industry; licensed as Certified Financial Educator in the states of Arizona, California, Texas, New York, and Indiana. Josiel is the founder of Symphony Wealth Management LLC and Artist Finance.org. He is currently an associate with Aegon North American (WFG) and he is on to become a Senior Marketing Director working with more than one hundred A+ companies such as Nationwide, Transamerica, Prudential, Josiel’s vision is to help one million clients by the year 2040. He is counting on you to be one of them and to refer family and friends to help him achieve this goal.
SERVICES

Personal and Business Protection (Business Planning)
Tailored Solutions
Wealth, Retirement, and Legacy Planning
Strategic Guidance
Life Insurance and Policy Review
Protect What You Love The Most
Family Office Team
Professional Help
PHILOSOPHY
Our Approach
Our philosophy revolves around client-centric solutions that prioritize understanding the unique financial goals and circumstances of each client.
We believe in a proactive and adaptive approach to financial management, staying ahead of market trends and regulatory changes to deliver optimal outcomes for our clients.
CONTACT
Get in Touch Today
Have a question or need assistance? Reach out to us and let's start a conversation.
