Senior VP of Growth
This Is Why I Do It:
My why is to help others live a meaningful life by becoming who God created them to be. Uplifting and encouraging others to pursue their passions by breaking away from their limited beliefs.
Hi, I am Jessica Perez, a proud Arizona native and I cannot imagine living anywhere else! I graduated from Arizona State University with a Bachelor of Science degree in Business Management and a Certificate in International Business all while working full time, building a real estate portfolio, and studying for my licenses.
Prior to joining CorePath Wealth Partners, I worked for one of the Nation’s largest RIA’s contributing nearly $4B in new assets through personal business development efforts. My most recent role, Vice President, Business Development-West Region included recruiting top tier advisors and educating them on the benefits of partnering with a large RIA. Additionally, I assisted an International Real Estate firm in growing from $1.7 Billion to $4 Billion in assets before shifting my focus to the RIA and Independent advisor channel. With that company I earned several promotions with the most recent role as, Vice President of National Accounts which included managing and growing the distribution channel of both RIA’s and Independent Broker Dealers. Prior to that, I was the Vice President of Sales in the Northeast for 5 years where our team consistently helped financial advisors in presenting unique investment strategies to their clients. Professionally, assisting advisors in reaching their goals, building better relationships with their clients and increasing efficiencies so they may enjoy a better quality of life is what drives me. I have consulted with financial advisors across the country for nearly 15 years. One of my greatest strengths is persistence and determination in developing optimal solutions to help us serve our clients and this industry.
Outside of work, I love spending time with my husband Sean, our daughter Lilianna, and son Jacob. We also operate a small farm for our personal use and consumption (kidding, these are pets). We currently have 23 animals including 2 dogs, 1 cat, 2 tortoises, 3 ducks, 3 turkeys and 12 chickens. Although we are both natives of Arizona, we LOVE escaping the summer heat to cooler climates. I prefer red wine to white unless it is the summer and you make white sangria, YUM! I also enjoy working out, being in or near water, camping, cooking, reading, personal growth and development as well as family gatherings and international travel. My faith is my guiding light and has shaped me into who I am today. In 2012, I was featured as the Alumni Keynote Speaker during my former high school’s commencement ceremony. I hold Series 7 and 63 licenses.
Likes & Interests
- I enjoy camping, going for rides in our side by side, and spending time anywhere there is water!
- You can find me rooting for the Dallas Cowboys!
- I love Arnold Palmers and occasionally indulge in Pepsi as my guilty pleasure.
- My favorite holiday is Thanksgiving! I love food, gatherings, and great conversations!