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Jodi Perez
Jodi B. Perez is a Certified Financial Planner and a Financial Advisor of Investment Centers of America, Inc. Ms. Perez is the co-owner of Independent Financial Services and has more than 25 years experience in the financial services industry.
Prior to opening her own firm in August of 1998, she was Vice President at a registered broker/dealer located in Tampa, FL and managed a team of 20 financial planning professionals. Ms. Perez earned her Bachelors Degree in Marketing from the College of Business Administration at the University of South Florida in 1985. In 1990, she earned her CFP® certification signifying her extensive knowledge of retirement planning, estate planning, insurance planning, education planning, and portfolio analysis. 
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Planning Your Financial Future
11 Posts, 1 Follower
Retirement. Saving for College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice and tips on how to successfully for your financial future.
Planning for Your Financial Future
5 Posts, 1 Follower
Retirement. Saving for College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Planning for Your Financial Future
3 Posts, 1 Follower
Retirement. Saving for College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Planning for Your Financial Future
2 Posts, 1 Follower
Retirement. Insurance. College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Planning for Your Financial Future
2 Posts, 1 Follower
Retirement. Insurance. College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Planning for Your Financial Future
5 Posts, 1 Follower
Retirement. Insurance. College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Planning for Your Financial Future
1 Post, 1 Follower
Retirement. Insurance. College. Social Security. These are just a few of theMore financial worries that affect us all. Let the professionals at Independent Financial Services offer you advice on how to successfully plan for your financial future.
Recent Activity

Jodi Perez posted in Planning for Your Financial Future April 27, 2014 at 08:49 pm

Jodi Perez posted in Planning Your Financial Future April 27, 2014 at 08:47 pm

Jodi Perez posted in Planning for Your Financial Future April 27, 2014 at 08:44 pm

Jodi Perez posted in Planning for Your Financial Future April 14, 2014 at 01:29 pm

Jodi Perez posted in Planning for Your Financial Future April 14, 2014 at 01:28 pm

Jodi Perez posted in Business Updates April 3, 2014 at 01:59 pm

Jodi Perez posted in Business Updates April 3, 2014 at 01:58 pm

Jodi Perez posted in Business Updates April 3, 2014 at 01:57 pm

Jodi Perez posted in Events April 3, 2014 at 01:55 pm

Jodi Perez posted in Events April 3, 2014 at 01:53 pm