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Meet Gene Perez, CFP® NSSA®

Gene has been in the insurance and financial services industry for over 26 years. His education includes a Bachelor of Science degree in Meteorology from Texas A&M University and a Certificate of Financial Planning from Rice University.

Gene’s dedication to professional growth has led him to earn both the Certified Financial Planner™ (CFP®) and National Social Security Advisor (NSSA®) designations.

His career experience spans large national institutions and boutique Registered Investment Advisor firms. That diverse background inspired him to create his own practice, where he offers personalized retirement and investment planning tailored to each client’s goals.

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A Partnership Built on Trust

Gene believes successful retirement planning is built through open communication, education, and long-term relationships. His mission is to help clients feel confident about their financial future.

Outside of work, Gene enjoys watching sports, traveling, cooking, and spending time with his wife of 28 years, his 18-year-old daughter, and three grandsons.

Investment advice offered through ALTITUDE CAPITAL MANAGEMENT LLC, a Securities and Exchange Commission registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained here in should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed asto its accuracy or completeness.

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© 2025 Gene Perez, CFP® NSSA®. All rights reserved.

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