Rolando J. Perez Jr.

Rolando J. Perez Jr.

Financial Advisor
Office: 956.566.9401
E-mail:
 

Rolando J. Perez Jr. is a Financial Advisor at Atlas Retirement Strategies LLC. Rolando Joined the financial services industry in 2015 with a very respected firm shortly after graduating with a Bachelor of Business Administration in Finance from the University of Texas Rio Grande Valley. Not only the financial services industry paved the way to Rolando's career; it manifested his calling and devotion to the protection and growth of his clients dreams and financial endeavors.

Prior to joining the Atlas Retirement Strategies LLC team in 2020, Rolando brought to light Animus Wealth Strategies in 2018 as the identifiable name to his practice with a vision to be clients preferred firm in achieving peace of mind. Animus Wealth merged with Atlas in 2020 with the purpose of expanding its resources and leveraging that vision with a team encompassed in the same direction.

Rolando specializes in advising clients on various financial planning topics by applying the firm’s consultative process. Rolando helps develop and implement prudent strategies to achieve client’s lifetime goals though investment advisory, protection, business, estate, and philanthropic solutions. In just 4 short years, Rolando has acquired numerous production recognitions and memberships in the Million Dollar Round Table* and has become part of the Executive and President’s council** of the New York Life Insurance Company. Rolando holds General Securities Representative licenses (Series 7) (Series 6) (Series 63), and an Investment Advisor Representative license (Series 66). Rolando is equally proficient in English and Spanish.

Rolando resides in Edinburg, Texas and enjoys spending quality time at home with his wife Amber, his pets and beloved family and friends. Rolando loves going on movie and dinner dates with Amber and quality golf and tennis games with his friends and clients. Rolando Loves embarking in travel journeys, whether for work or just pleasure. Rolando is an avid reader mostly on nonfiction and biographies of business leaders and athletes.