Meet our Senior VP of Growth, Jessica Perez. Jessica joined our CorePath team this year with 15 years of experience in the financial services industry. Jessica was born and raised in Arizona. She is the 2nd oldest out of 7. Jessica and her husband, Sean, have 2 kids (Jacob and Lilianna), 2 dogs, 1 cat, 10 chickens, 3 ducks, 3 turkeys and 2 tortoises. (Yes, they live on a farm!) They enjoy camping, going for rides in their side by side, and anywhere they can be in the water during their free time. Jessica also leads her neighborhood book club and values family, community, and personal growth.
Jessica has been helping financial advisors implement best practices and making firm level changes to enhance the client experience since 2016. Prior to this she worked for 2 amazing companies assisting with private investments for high net worth and ultra-high net worth clients. As a proud Arizonian, she graduated with her Bachelor of Science in Business Management from Arizona State University.
Learn a little more about Jessica:
If Jessica were stranded on island, what would she need? Chapstick, a comfy blanket, and sunglasses of course!
CorePath Wealth Partners Scottsdale
7114 E Stetson Dr Suite 205, Scottsdale, AZ 85251