2017 leadership san jose: Elier Peraza

Elier Peraza

Name: Elier Peraza
Company: Johanson & Yau / JY WealthCare

As a Lead member of JY WealthCare, Elier’s mission is to bring financial “Peace of Mind” to organizations and clients in Silicon Valley.

Elier specializes in helping clients achieve the outcomes most important to them by clarifying their vision, values, goals and expectations. Elier’s areas of specialization include, but are not limited to, customized retirement income solutions, portfolio design, long term care, disability protection and charitable donations using tax optimized strategies.

Before joining Johanson and Yau, Elier worked at 1st Global Capital Corporation as a Supervising Director and Financial Advisor of the Practice Consulting Department. Previously, Elier worked as a district manager and financial advisor in the Dallas office of Waddell & Reed, Inc. Elier has over a decade of experience as a Financial Advisor.

As a native Cuban, Elier enjoys his free time exploring nature and restaurant hunting in the Bay Area. La Bodeguita del Medio in Palo Alto is his favorite Cuban restaurant. A hike to the top of Mission Peak, a bolero, arroz con pollo and a mojito are the best ingredients for a perfect weekend.

Elier completed the Certified Financial Planner® designation requirements at Southern Methodist University and has been a CFP® Practitioner since 2011. He is a registered representative and has passed the FINRA Series 7, 66. He also holds the California Life and Health insurance license.  Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance #0K42603

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