• Jodi PerezNeighbor

  • Land O' Lakes, FL

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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