#263: Helping Others Realize Their Financial Vision With Thomas Perez, Navy Veteran

<p><em><span style="font-weight: 400;">“How do you conceptualize your future and make sure that you're putting your assets to work for you to get to where you want to be? There's the psychological and emotional component to building wealth.”</span></em> <span style="font-weight: 400;">-Thomas Perez, Navy Veteran</span></p> <p><span style="font-weight: 400;">Thomas Perez is a Financial Advisor with a practice through Northwestern Mutual. A Navy veteran, Tom has 28 years of combined active and reserve service. He began his military career at 18 on active duty as a submarine radioman and Navy diver before transitioning to the Navy Reserve, where he attended The Citadel on his G.I. Bill and earned his commission. He served as a Lieutenant Commander in the Navy Reserve in the Information Warfare Community where he was a leader in cybersecurity, computer network defense, computer network offense, non-kinetic effects, and information technology. In 2020, Tom transitioned into his career as a Financial Advisor.  He provides services in personal financial planning and wealth management, business financial planning and corporate benefits planning, and VA benefits and military retirement planning.</span></p> <p><span style="font-weight: 400;">In this episode, we discuss:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Tom’s experience working as a Financial Advisor with Northwestern Mutual</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How Tom goes about identifying centers of influence in his network</span></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Unique offerings that draw clients to Tom and Northwestern Mutual</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Cash reposition strategies Tom implements with his clients</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The new endeavor Tom and his wife, Ullas, are pursuing </span></li> <li style="font-weight: 400;"><span style="font-weight: 400