#263: Helping Others Realize Their Financial Vision With Thomas Perez, Navy Veteran

Service Academy Business Mastermind

“How do you conceptualize your future and make sure that you're putting your assets to work for you to get to where you want to be? There's the psychological and emotional component to building wealth.” -Thomas Perez, Navy Veteran

Thomas Perez is a Financial Advisor with a practice through Northwestern Mutual. A Navy veteran, Tom has 28 years of combined active and reserve service. He began his military career at 18 on active duty as a submarine radioman and Navy diver before transitioning to the Navy Reserve, where he attended The Citadel on his G.I. Bill and earned his commission. He served as a Lieutenant Commander in the Navy Reserve in the Information Warfare Community where he was a leader in cybersecurity, computer network defense, computer network offense, non-kinetic effects, and information technology. In 2020, Tom transitioned into his career as a Financial Advisor. He provides services in personal financial planning and wealth management, business financial planning and corporate benefits planning, and VA benefits and military retirement planning.

In this episode, we discuss:

• Tom’s experience working as a Financial Advisor with Northwestern Mutual
• How Tom goes about identifying centers of influence in his network
• Unique offerings that draw clients to Tom and Northwestern Mutual
• Cash reposition strategies Tom implements with his clients
• The new endeavor Tom and his wife, Ullas, are pursuing
• Tom’s personal and professional goals for the rest of 2023

Tom is passionate about empowering people through sophisticated, yet simple wealth-building strategies and is motivated to help others based on his own life experiences. Tom shares an example of a cash reposition strategy he implements through cash-value life insurance. Regardless of where his clients are in their financial journey, Tom puts systems into place to help them get where they want to go. We enjoyed talking with Tom about the strategies he implements as a financial advisor and his approach to being a business owner and side hustler. Thank you for sharing with us, Tom!

Connect with Tom:

• LinkedIn
• thomasperez.nm.com
• tomullas.com

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Special thanks to Tom for joining me this week. Until next time!

-Scott Mackes, USNA ’01