About Us

Carlos Perez

Partner, Aspire Financial Group
Phone: (845) 475-3266
Fax: (845) 473-2760

Carlos Perez is a financial advisor with Equitable Advisors in Poughkeepsie NY. Carlos joined in 2006 after a career in aviation.

Since joining the company, Carlos has obtained numerous licenses and registrations, including the Series 7, Series 66, and Series 24. Carlos is also licensed to transact business in multiple states including New York, New Jersey, Connecticut, North Carolina, South Carolina, Pennsylvania, Florida, and Texas.

Carlos focuses his practice on risk management, asset accumulation, retirement planning, employer sponsored plans and group benefits. The goal is to maximize returns, minimize taxes, make costs more efficient and mitigate risk. He works with individuals and businesses by maintaining a high level of integrity, honesty, and professionalism. Carlos strives to continually meet new clients and friends to help prepare for the future.

Carlos is very active in his community. He loves to teach children about financial literacy and is a very big animal lover. He loves sports, especially hockey and baseball, and is a pilot and aviation enthusiast.

 

Aspire Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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