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Man in Suit Signing

Hablando
con Josiel

Whether you're looking to grow your portfolio, plan for the future, or manage your finances, our team of experienced professionals is here to guide you every step of the way.

ABOUT JOSIEL PEREZ

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​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

Our Podcast

Smart money moves made simple! 🎙️ Tune in to our finance podcast for straight talk on saving, investing, and building wealth—no jargon, just real advice. Click the link to watch our latest episodes!

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.

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