Broker Check
Robert Perez, CFP®

Robert Perez, CFP®

Partner

Robert Perez, CFP® joined OnPath Financial as a partner in 2009. Rob focuses on helping individuals and families create and maintain wealth. He has worked in the financial services industry for over 25 years and holds life, health and long term care insurance licenses as well as the FINRA series 7 and 63 registrations held through LPL Financial and Series 65 registration held through HighPoint Advisor Group, LLC. Rob graduated with a Bachelors Degree in Economics from the University of Illinois in 1993 and currently resides in Geneva, IL with his wife, Jennifer, and their three children, Andrew, Alyssa and William. Rob is an active volunteer in youth sports where he currently coaches baseball and basketball.