Ricky Perez

Planning Specialist

Ricky Perez began his career at Falcon Wealth Planning as an Operations Specialist in April 2021. From there, he transitioned into Business Development and now leads the Planning team. He graduated from the University of California, Riverside, in 2018 with a Bachelor’s degree in Economics.

After working as a retail banker at a local credit union and studying for the Securities Industry Essentials (SIE) Exam, Ricky transitioned to Falcon Wealth Planning, where he plans to continue growing his career. He successfully passed the SIE Exam, followed by the Series 65 Exam, and is currently working towards attaining the CFP® designation. He aspires to become a Financial Planner in the near future.

In his free time, Ricky enjoys strength training at the gym and attending metal music concerts whenever he can. He loves traveling, with Tokyo, Japan, and Atlanta, Georgia, being among his favorite destinations. His hobbies include attending conventions, watching anime, playing video games, and reading economics and finance books. Ricky also has a deep appreciation for the arts, playing the electric guitar, singing, and composing original music. Although not currently performing, he loves playing live music in a full-band setting.