Jodi B. Perez, CFP®, CEPA®
Partner, IFS | Senior Financial Advisor, RJFS
CA Insurance License # 0E66352
Jodi Perez of Independent Financial Services was named on the 2024 Forbes Top Women Best-in-State Wealth Advisors list.
Partner, IFS | Senior Financial Advisor, RJFS
CA Insurance License # 0E66352
Jodi Perez of Independent Financial Services was named on the 2024 Forbes Top Women Best-in-State Wealth Advisors list.
The Forbes America’s Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is
based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were
received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in
exchange for this award. More: https://go.rjf.com/3OzDmha. Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/.
based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were
received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in
exchange for this award. More: https://go.rjf.com/3OzDmha. Forbes Link: https://www.forbes.com/lists/best-in-state-women-advisors/.
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Phone 813.908.2701 | Fax 813.909.0626
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Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.