Louis Perez, CFP®, CRPC®

Louis Perez supports client relationships and financial planning at HUB Retirement & Private Wealth, working alongside senior advisors to deliver thoughtful, comprehensive guidance. His responsibilities span financial plan development, portfolio analysis, client communications, and investment implementation — giving him hands-on experience across the full advisory process. Louis brings a focused background in advising governmental clients, an area of particular relevance to HUB’s public sector division. He holds a Bachelor’s degree in Finance from Texas State University and completed his CERTIFIED FINANCIAL PLANNER™ education through Rice University. 

Driven by a commitment to continuous growth, Louis is working toward becoming a senior wealth advisor — with a focus on sharpening his skills and building lasting client relationships founded on trust and sound financial strategy. Outside the office, he’s a die-hard San Antonio Spurs and Dallas Cowboys fan who enjoys time with family and friends, and a competitive game of poker.