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Jorge Perez

Chief Operations Officer

jorge@pcgplanning.com

Contact

Office: 305.670.3765

9130 South Dadeland Boulevard

Suite 1400

Miami, FL 33156

California Insurance License #0G72749

info@pcgplanning.com

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

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Private Client Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Jorge Perez

Chief Operations Officer

3056705846

jorge@pcgplanning.com

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