Robert Perez, CFP® is a Managing Partner with Elevation Wealth Management and has been an advisor with LPL Financial since 2009. Rob focuses on helping individuals and families work toward creating and maintaining wealth. He has worked in the financial services industry for over 25 years and holds life, health and long-term care insurance licenses as well as the FINRA series 7 and 63 registrations held through LPL Financial and Series 65 registration held through HighPoint Advisor Group, LLC. Rob graduated with a Bachelors Degree in Economics from the University of Illinois in 1993 and currently resides in Geneva, IL with his wife, Jennifer, and their three children, Andrew, Alyssa and William. Rob is an active volunteer in youth sports where he has coached baseball and basketball.