Ricky Perez began his career at Falcon Wealth Planning as an Operations Specialist in April 2021. From there, he transitioned into Business Development, led the Planning Team and is now an Associate Financial Planner. He graduated from the University of California, Riverside, in 2018 with a Bachelor’s degree in Economics which led him to his passion in Finance and Financial Planning.
After working as a retail banker at a local credit union and studying for the Securities Industry Essentials (SIE) Exam, Ricky transitioned to Falcon Wealth Planning, where he plans to continue growing his career. He successfully passed the SIE Exam, followed by the Series 65 Exam, and is currently working towards attaining the CFP® designation.
In his free time, Ricky enjoys training at the gym and attending Metal concerts/festival whenever he can. He loves traveling, with Tokyo, Japan, and Atlanta, Georgia, being among his favorite destinations. His hobbies include attending conventions & Renaissance Fairs, trying new foods, and reading. Ricky also has a deep appreciation for the arts, playing the electric guitar, singing, and composing original music. Although not currently performing, he loves playing live music in a full-band setting.
