Enrique Perez
CRD Number: 6980888Current Firm: Mission Park Capital, LLC
Compensation Model: Fee Only
Most people aren’t formally taught financial literacy. I was one of them. My personal finance journey started over 20 years ago. As a child of immigrants seeking to help my parents, I enrolled in an adult education class the summer after graduating high school where—in a recurring theme throughout my career—I was the youngest person in the room.
Now I look to act as the Finance Chair on your Personal Board of Directors, to instill the confidence you seek around your financial decision-making. Through my firm, I provide fee-only financial planning and investment management services as a Registered Investment Advisor with a fiduciary duty to putting your interests first.
I help curious people who want to learn about better managing their short- and long-term personal finances in a judgement-free zone. Working with clients spanning from recent college graduates to pre-retirees, I purposefully listen and then focus on crafting their goals and the pathways to them.
These goals can be far ranging, including, but not limited to:
• Looking to make your money grow over time
• Having debt, but still wanting to save and/or invest
• Crafting a financial plan that—like your life—is dynamic, not static
• Having a budget / spending plan without spending categories
• Embracing what you don’t yet know, but want to learn
• Coming up with goals...because you’re not yet sure what your goals are
I also share how I manage my short- and long-term personal finances *and* advise clients on their career—this is because your labor is your largest source of cash flow, so let’s do our best to help create and capture that value for you!
Learn more at the Mission Park Capital website about the GrowTogether, InvestTogether, and GettingItTogether options available to you or schedule a free, no-obligation discovery call at: https://calendly.com/missionparkcapital/gettingtoknowyou
Enrique Perez (CRD# 6980888) is the Managing Principal & Chief Investment Officer at Mission Park Capital in Cambridge, MA. He was named a 2021 Rising Star by Financial Planning Magazine.
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Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Park Capital, LLC | Boston, MA | May 2018 - Current | 6 |
| Massachusetts Housing Finance Agency | Boston, MA | Nov 2015 - Jul 2018 | 2 |
| Unemployed | Boston, MA | Apr 2015 - Oct 2015 | < 1 |
| Athenahealth | Watertown, MA | Aug 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- MA
- NY
- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts74ACCOUNTS
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Average Account Value$55,061
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MA, NY, TX
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