Aaron Perez Rivera
Private Wealth Manager
Aaron Perez is a Private Wealth Manager at Oxford Wealth Advisors, an E.A. Buck Company, based out of New Mexico. He graduated with a major in finance from New Mexico State University and has a strong professional background in the financial services industry.
Aaron has over 8 years of experience helping his clients create personalized financial plans for their long and short-term goals. He is Life and Health, Series 7, and Series 66 licensed and is also bilingual in both English and Spanish.
Oxford Wealth Advisors, an E.A. Buck Company (OWA), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies (BWS), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. BWS, E.A. Buck Financial Services, and OWA are not affiliated with MAS. BWS, E.A. Buck Financial Services, and OWA are affiliated by common ownership.