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Dana Marie Perez

Mariaca Wealth Management, LLC

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About Dana Marie Perez

Dana Marie Perez is a financial advisor with Mariaca Wealth Management, LLC. Dana is a Certified Financial Planner® professional who provides comprehensive financial planning and investment management services to individuals and families. Dana has over 10 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. Dana's areas of expertise include retirement planning, college savings, estate planning, and investment management.

Firm Information

Dana Perez is currently registered with Mariaca Wealth Management, LLC. Mariaca Wealth Management, LLC is an independent, fee-only registered investment advisor based in Lake Worth, FL. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm has $205,864,210 in regulatory assets under management and serves individuals, high-net-worth individuals, and charitable organizations.
Mariaca Wealth Management, LLC

8401 LAKE WORTH ROAD

LAKE WORTH, FL 33467

$205.86M

Assets Under Management

10

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dana Perez’s Registration & Firm History

FL

08/16/2013 - Present

Mariaca Wealth Management, LLC (LAKE WORTH FL)

FL

08/20/2012 - 12/07/2012

PURSHE KAPLAN STERLING INVESTMENTS (LAKE WORTH FL)

FL

11/25/2011 - 08/31/2012

LPL FINANCIAL LLC (JUPITER FL)

MO

07/29/2011 - 10/06/2011

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Marie Perez.
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