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Julia E. Perez, RPTM

Julia E. Perez, RPTM

Paraplanner

Julia joined Favia Group in 2017, bringing with her more than nine years of experience as a paraplanner. She works directly alongside Jo Ann, supporting the planning needs of individual clients and empowering them through knowledge and education. She considers it a privilege to advise others regarding their finances; as a child Julia saw the detrimental lifelong impacts of a family member receiving poor financial advice. This has driven her to help as many people as possible through her career.

Julia is driven to furthering her knowledge in an industry that's continually changing. She holds the FINRA Series 6 (Investment Company and Variable Contracts) and 63 (Uniform Securities Agent State Law) licenses, Illinois Life Insurance and Health/Accident producer licenses, along with the Registered Planner (RP™) designation  through the College of Financial Planning. She continues to pursue additional professional designations. Julia does not offer Securities or Investment Advisory Services.

Financial planning is not her only talent. Julia studied music performance at Wheaton College and performs as an accomplished vocalist, harpist, and pianist throughout Chicagoland. She and her husband live in the western suburbs of Chicago and are active in their local church. They enjoy hiking, traveling, playing music together, and spending time with family and friends.