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Personal Finance, Investment, & Career Planning

May 7, 2021
Virtual
Financial planning can feel like a daunting and unpredictable endeavor. Ask your most pertinent questions with a financial advisor (and former CoS)!
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Personal Finance, Investment, & Career Planning

Bring your most pressing questions around personal finances, investing, and your (future) post-CoS professional life for Enrique Perez, a (recovered) CoS, financial advisor and investment manager. Time permitting, he'll also demo a new budgeting / cash flow app, Spend Capital, for members.


Enrique Perez is the Managing Principal & Chief Investment Officer at Mission park Capital where he provides financial planning and investment management services as a Registered Investment Advisor with a fiduciary duty to your interests.

After serving multiple principals in the public and private sectors, Enrique merged his passions for personal finance and investing with his Chief of Staff experience to serve a new set of principals--advising a roster of clients where he serves as the Finance Chair of their Personal Board of Directors.



Speakers

Enrique Perez
Enrique Perez

Managing Principal & Chief Investment Officer, Mission Park Capital

Boston